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
1001
$13K ﹤0.01%
+387
1002
$13K ﹤0.01%
225
-6
1003
$13K ﹤0.01%
+1,500
1004
$13K ﹤0.01%
+390
1005
$13K ﹤0.01%
1,132
1006
$13K ﹤0.01%
+300
1007
$13K ﹤0.01%
360
+142
1008
$13K ﹤0.01%
+382
1009
$13K ﹤0.01%
126
-6
1010
$12K ﹤0.01%
176
-61
1011
$12K ﹤0.01%
+196
1012
$12K ﹤0.01%
+170
1013
$12K ﹤0.01%
200
+152
1014
$12K ﹤0.01%
132
+100
1015
$12K ﹤0.01%
+540
1016
$12K ﹤0.01%
240
-20
1017
$12K ﹤0.01%
+500
1018
$12K ﹤0.01%
175
+171
1019
$12K ﹤0.01%
+720
1020
$12K ﹤0.01%
227
+219
1021
$12K ﹤0.01%
1,599
+142
1022
$12K ﹤0.01%
+516
1023
$12K ﹤0.01%
+2,156
1024
$12K ﹤0.01%
122
+74
1025
$12K ﹤0.01%
1,237
39 40
41
42 43