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
1051
$11K ﹤0.01%
365
+335
1052
$11K ﹤0.01%
539
+489
1053
$11K ﹤0.01%
+273
1054
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666
1055
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298
+199
1056
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+36
1057
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+219
1058
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+385
1059
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+305
1060
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+469
1061
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+500
1062
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700
+100
1063
$11K ﹤0.01%
+214
1064
$10K ﹤0.01%
+377
1065
$10K ﹤0.01%
1,134
1066
$10K ﹤0.01%
+219
1067
$10K ﹤0.01%
+299
1068
$10K ﹤0.01%
+233
1069
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+107
1070
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+145
1071
$10K ﹤0.01%
407
+390
1072
$10K ﹤0.01%
654
+13
1073
$10K ﹤0.01%
518
+398
1074
$10K ﹤0.01%
+119
1075
$10K ﹤0.01%
138
+82
41 42
43
44 45