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
1101
$9K ﹤0.01%
397
-1,060
1102
$9K ﹤0.01%
+420
1103
$9K ﹤0.01%
+300
1104
$9K ﹤0.01%
165
+42
1105
$9K ﹤0.01%
1,317
1106
$9K ﹤0.01%
+310
1107
$9K ﹤0.01%
+2,180
1108
$9K ﹤0.01%
150
+144
1109
$9K ﹤0.01%
+257
1110
$9K ﹤0.01%
+212
1111
$9K ﹤0.01%
376
1112
$9K ﹤0.01%
650
1113
$9K ﹤0.01%
106
-93
1114
$9K ﹤0.01%
332
-173
1115
$9K ﹤0.01%
111
+60
1116
$9K ﹤0.01%
201
+125
1117
$9K ﹤0.01%
+104
1118
$9K ﹤0.01%
+570
1119
$9K ﹤0.01%
+250
1120
$9K ﹤0.01%
+460
1121
$9K ﹤0.01%
+166
1122
$9K ﹤0.01%
+159
1123
$9K ﹤0.01%
+450
1124
$9K ﹤0.01%
+300
1125
$9K ﹤0.01%
235
43 44
45
46 47