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
1826
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-2,104
1827
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-162
1828
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-3
1829
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-3,043
1830
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-267
1831
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-20
1832
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-1,000
1833
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-2
1834
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-100
1835
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-121
1836
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-1,086
1837
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-558
1838
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-4
1839
$0 ﹤0.01%
4
-23
1840
$0 ﹤0.01%
+1
1841
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-125
1842
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-4,000
1843
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-241
1844
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-7
1845
– –
-801
1846
$0 ﹤0.01%
15
1847
– –
-97
1848
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-28
1849
– –
-560
1850
$0 ﹤0.01%
+2
72 73
74
75 76