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
101
$6.7M 0.21%
159,013
-121,106
102
$6.69M 0.21%
158,469
-3,559
103
$6.63M 0.2%
141,729
-1,788
104
$6.37M 0.2%
90,703
-2,168
105
$6.29M 0.19%
+85,647
106
$6.28M 0.19%
67,014
+6,258
107
$6.24M 0.19%
84,620
-1,095
108
$6.06M 0.19%
390,973
+23,285
109
$6.01M 0.19%
59,412
+2,259
110
$6M 0.19%
124,798
-49,774
111
$5.93M 0.18%
163,339
-120,604
112
$5.89M 0.18%
120,016
+4,103
113
$5.85M 0.18%
484,605
+1,620
114
$5.78M 0.18%
5,067
+2,032
115
$5.68M 0.18%
102,644
+7,056
116
$5.57M 0.17%
134,768
+41,482
117
$5.56M 0.17%
262,932
+81,611
118
$5.35M 0.17%
34,863
-1,032
119
$5.32M 0.16%
48,231
-3,509
120
$5.28M 0.16%
58,053
-9,764
121
$5.26M 0.16%
80,417
+2,917
122
$5.23M 0.16%
42,801
+11,392
123
$5.01M 0.15%
127,452
+7,401
124
$5M 0.15%
111,019
+3,748
125
$5M 0.15%
103,576
+12,203
3 4
5
6 7