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
951
$16K ﹤0.01%
745
952
$16K ﹤0.01%
158
-119
953
$16K ﹤0.01%
+1,122
954
$15K ﹤0.01%
+280
955
$15K ﹤0.01%
800
956
$15K ﹤0.01%
+1,240
957
$15K ﹤0.01%
+1,155
958
$15K ﹤0.01%
973
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959
$15K ﹤0.01%
263
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960
$15K ﹤0.01%
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961
$15K ﹤0.01%
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962
$15K ﹤0.01%
+101
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$15K ﹤0.01%
1,406
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964
$15K ﹤0.01%
240
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965
$15K ﹤0.01%
2,288
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966
$15K ﹤0.01%
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968
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529
970
$15K ﹤0.01%
+1,600
971
$15K ﹤0.01%
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972
$15K ﹤0.01%
930
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973
$15K ﹤0.01%
1,500
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974
$14K ﹤0.01%
+1,115
975
$14K ﹤0.01%
563
+475
37 38
39
40 41