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
126
$4.97M 0.15%
97,389
+16,900
127
$4.95M 0.15%
66,524
-1,219
128
$4.82M 0.15%
41,963
+2,335
129
$4.79M 0.15%
72,574
-656
130
$4.79M 0.15%
7,734
+1,632
131
$4.78M 0.15%
88,122
+7,085
132
$4.77M 0.15%
56,300
+3,751
133
$4.54M 0.14%
48,209
+6,885
134
$4.49M 0.14%
180,076
+11,085
135
$4.46M 0.14%
64,586
+8,113
136
$4.44M 0.14%
49,686
+5,763
137
$4.42M 0.14%
35,185
+7,952
138
$4.32M 0.13%
106,706
+12,974
139
$4.32M 0.13%
33,210
+3,464
140
$4.24M 0.13%
37,788
+2,193
141
$4.18M 0.13%
36,681
+3,615
142
$4.09M 0.13%
11,436
+1,342
143
$3.98M 0.12%
48,882
+6,451
144
$3.96M 0.12%
70,802
+1,490
145
$3.94M 0.12%
29,046
-16,442
146
$3.82M 0.12%
71,554
+2,424
147
$3.69M 0.11%
47,973
+1,679
148
$3.63M 0.11%
42,544
+13,947
149
$3.5M 0.11%
195,762
+12,280
150
$3.48M 0.11%
82,136
+40,988
4 5
6
7 8