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
176
$2.24M 0.07%
15,196
+3,301
177
$2.22M 0.07%
13,941
-1,363
178
$2.16M 0.07%
81,539
-8,420
179
$2.15M 0.07%
237,147
-9,740
180
$2.14M 0.07%
25,632
-3,248
181
$2.12M 0.07%
22,346
+363
182
$2.09M 0.06%
57,514
+10,682
183
$2.02M 0.06%
141,266
-7,094
184
$2.02M 0.06%
176,028
-36,516
185
$1.94M 0.06%
125,220
+15,420
186
$1.91M 0.06%
25,158
+665
187
$1.9M 0.06%
17,955
+3,566
188
$1.89M 0.06%
17,261
+268
189
$1.88M 0.06%
30,728
+976
190
$1.88M 0.06%
41,331
-1,797
191
$1.85M 0.06%
248,107
-12,158
192
$1.81M 0.06%
44,220
+1,438
193
$1.78M 0.06%
17,538
+272
194
$1.73M 0.05%
30,391
+225
195
$1.67M 0.05%
57,670
+9,748
196
$1.67M 0.05%
40,220
-26,275
197
$1.67M 0.05%
34,374
-818
198
$1.67M 0.05%
24,862
+5,213
199
$1.65M 0.05%
21,166
+2,403
200
$1.64M 0.05%
135,707
-14,046
6 7
8
9 10