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
1026
$12K ﹤0.01%
+1,011
1027
$12K ﹤0.01%
404
+229
1028
$12K ﹤0.01%
+650
1029
$12K ﹤0.01%
+821
1030
$12K ﹤0.01%
+877
1031
$12K ﹤0.01%
+422
1032
$11K ﹤0.01%
+750
1033
$11K ﹤0.01%
+246
1034
$11K ﹤0.01%
263
+132
1035
$11K ﹤0.01%
+181
1036
$11K ﹤0.01%
+66
1037
$11K ﹤0.01%
+779
1038
$11K ﹤0.01%
+500
1039
$11K ﹤0.01%
+514
1040
$11K ﹤0.01%
+750
1041
$11K ﹤0.01%
+15
1042
$11K ﹤0.01%
399
1043
$11K ﹤0.01%
165
+161
1044
$11K ﹤0.01%
403
+390
1045
$11K ﹤0.01%
1,123
-4,049
1046
$11K ﹤0.01%
352
+220
1047
$11K ﹤0.01%
9
1048
$11K ﹤0.01%
311
-406
1049
$11K ﹤0.01%
380
+255
1050
$11K ﹤0.01%
2,818
-1,773
40 41
42
43 44