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
76
$8.63M 0.27%
94,905
+7,800
77
$8.62M 0.27%
98,175
+4,114
78
$8.62M 0.27%
73,846
-11,110
79
$8.48M 0.26%
530,256
+46,339
80
$8.34M 0.26%
82,078
+3,538
81
$8.25M 0.25%
80,668
+5,372
82
$8.13M 0.25%
118,163
+7,845
83
$8.11M 0.25%
45,575
-1,478
84
$7.97M 0.25%
92,531
+27,417
85
$7.9M 0.24%
267,388
+21,956
86
$7.86M 0.24%
147,000
-43,499
87
$7.84M 0.24%
99,070
+22,884
88
$7.57M 0.23%
122,636
+19,734
89
$7.56M 0.23%
114,832
+32,127
90
$7.48M 0.23%
71,229
+8,645
91
$7.37M 0.23%
141,695
+67,033
92
$7.32M 0.23%
144,619
+1,774
93
$7.22M 0.22%
181,829
+70,234
94
$7.19M 0.22%
41,422
+2,944
95
$7.19M 0.22%
137,201
+119,068
96
$6.93M 0.21%
89,490
+86,775
97
$6.92M 0.21%
272,891
+18,806
98
$6.83M 0.21%
67,603
+461
99
$6.82M 0.21%
238,257
+14,340
100
$6.72M 0.21%
95,305
+5,037
2 3
4
5 6