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
1501
$2K ﹤0.01%
87
-313
1502
$2K ﹤0.01%
+49
1503
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+100
1504
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+100
1505
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138
1506
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1507
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+101
1508
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+92
1509
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50
1510
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+42
1511
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24
-33
1512
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+36
1513
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46
-263
1514
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+27
1515
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+20
1516
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+25
1517
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71
1518
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1519
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+45
1520
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+52
1521
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19
1522
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+24
1523
$2K ﹤0.01%
+101
1524
$2K ﹤0.01%
272
1525
$2K ﹤0.01%
+80
59 60
61
62 63