Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
1,934
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$28.6M
3
+$19.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$18.3M
5
BND icon
Vanguard Total Bond Market
BND
+$14.9M

Top Sells

1
+$18.7M
2
+$16.4M
3
+$6.61M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$5.5M
5
INTC icon
Intel
INTC
+$4.2M

Sector Composition

1 Healthcare 4.62%
2 Technology 4.41%
3 Industrials 3.35%
4 Consumer Staples 3.3%
5 Financials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1901
– –
-242
1902
– –
-8
1903
– –
-3,582
1904
– –
-47,889
1905
– –
-250
1906
– –
-33
1907
– –
-200
1908
– –
-100
1909
$0 ﹤0.01%
+1
1910
– –
-83
1911
– –
-606
1912
– –
-1,913
1913
– –
-1,000
1914
– –
-230
1915
– –
-222
1916
– –
-578
1917
– –
-55
1918
– –
-256
1919
– –
-2,975
1920
– –
-131
1921
– –
-2,596
1922
– –
-20
1923
– –
-1,300
1924
– –
-920
1925
– –
-183
74 75 76
77
78