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
1201
$7K ﹤0.01%
986
1202
$7K ﹤0.01%
126
+70
1203
$7K ﹤0.01%
600
1204
$7K ﹤0.01%
333
-670
1205
$7K ﹤0.01%
+207
1206
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365
+200
1207
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180
1208
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+400
1209
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+164
1210
$7K ﹤0.01%
+534
1211
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+305
1212
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+80
1213
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+300
1214
$7K ﹤0.01%
358
+315
1215
$7K ﹤0.01%
+177
1216
$7K ﹤0.01%
1,300
+500
1217
$7K ﹤0.01%
+189
1218
$7K ﹤0.01%
+57
1219
$6K ﹤0.01%
+100
1220
$6K ﹤0.01%
+451
1221
$6K ﹤0.01%
+98
1222
$6K ﹤0.01%
+146
1223
$6K ﹤0.01%
668
1224
$6K ﹤0.01%
+247
1225
$6K ﹤0.01%
700
+67