Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.24B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,933
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$29.2M
3
+$20M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.9M
5
BND icon
Vanguard Total Bond Market
BND
+$14.9M

Top Sells

1
+$19.2M
2
+$16.8M
3
+$6.78M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$5.11M
5
INTC icon
Intel
INTC
+$4.38M

Sector Composition

1 Healthcare 4.62%
2 Technology 4.43%
3 Industrials 3.33%
4 Consumer Staples 3.3%
5 Financials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$17K ﹤0.01%
+402
927
$17K ﹤0.01%
4,053
+755
928
$17K ﹤0.01%
509
929
$17K ﹤0.01%
692
930
$17K ﹤0.01%
1,202
931
$17K ﹤0.01%
1,115
-21
932
$17K ﹤0.01%
308
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933
$17K ﹤0.01%
2,220
+554
934
$17K ﹤0.01%
54
-73
935
$16K ﹤0.01%
238
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936
$16K ﹤0.01%
+1,300
937
$16K ﹤0.01%
870
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938
$16K ﹤0.01%
292
-183
939
$16K ﹤0.01%
751
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940
$16K ﹤0.01%
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941
$16K ﹤0.01%
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942
$16K ﹤0.01%
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943
$16K ﹤0.01%
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944
$16K ﹤0.01%
128
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945
$16K ﹤0.01%
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946
$16K ﹤0.01%
1,674
947
$16K ﹤0.01%
+248
948
$16K ﹤0.01%
+342
949
$16K ﹤0.01%
162
-63
950
$16K ﹤0.01%
+2,100
36 37
38
39 40