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
151
$3.44M 0.11%
73,910
+1,988
152
$3.34M 0.1%
26,548
-53,831
153
$3.34M 0.1%
56,574
+2,002
154
$3.13M 0.1%
45,342
-63
155
$3.04M 0.09%
61,349
+50,476
156
$2.96M 0.09%
50,192
-1,086
157
$2.9M 0.09%
42,036
-5,917
158
$2.83M 0.09%
30,971
+1,544
159
$2.78M 0.09%
138,122
+137,011
160
$2.72M 0.08%
24,334
+222
161
$2.71M 0.08%
57,362
-30,383
162
$2.7M 0.08%
41,232
+4,216
163
$2.66M 0.08%
36,884
-1,004
164
$2.65M 0.08%
22,228
-48
165
$2.63M 0.08%
56,858
+1,399
166
$2.6M 0.08%
57,803
-916
167
$2.55M 0.08%
86,212
+6,550
168
$2.55M 0.08%
30,556
+2,434
169
$2.55M 0.08%
225,778
+164,025
170
$2.48M 0.08%
25,986
+679
171
$2.45M 0.08%
26,382
+1,747
172
$2.4M 0.07%
86,846
-59,968
173
$2.39M 0.07%
20,707
+841
174
$2.26M 0.07%
27,209
+3,516
175
$2.24M 0.07%
56,309
+4,012
5 6
7
8 9