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
1851
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1852
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1853
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1854
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1855
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1858
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1859
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$0 ﹤0.01%
2
1861
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-381
1862
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1863
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$0 ﹤0.01%
25
1865
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1866
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1867
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$0 ﹤0.01%
5
1869
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1870
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-739
1871
$0 ﹤0.01%
2
1872
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1873
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1874
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-1,180
1875
– –
-1,335
73 74
75
76 77