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
201
$1.64M 0.05%
124,294
-71,939
202
$1.63M 0.05%
76,986
+9,698
203
$1.62M 0.05%
22,491
+458
204
$1.61M 0.05%
23,689
+1,326
205
$1.61M 0.05%
33,190
+3,342
206
$1.56M 0.05%
25,334
+1,463
207
$1.55M 0.05%
10,908
+24
208
$1.55M 0.05%
23,652
+5,790
209
$1.52M 0.05%
10,720
+869
210
$1.51M 0.05%
21,779
+2,312
211
$1.51M 0.05%
19,911
+886
212
$1.5M 0.05%
21,960
-5,048
213
$1.49M 0.05%
19,426
+2,577
214
$1.49M 0.05%
10,784
+1,934
215
$1.48M 0.05%
39,315
+5
216
$1.46M 0.05%
3,563
-51
217
$1.45M 0.04%
12,112
-5,739
218
$1.43M 0.04%
26,387
+4,294
219
$1.42M 0.04%
37,111
-3,556
220
$1.4M 0.04%
22,374
+1,340
221
$1.31M 0.04%
12,592
+12,137
222
$1.29M 0.04%
18,736
+13,748
223
$1.29M 0.04%
24,153
+1,496
224
$1.26M 0.04%
39,951
-1,006
225
$1.26M 0.04%
14,209
+1,622
7 8
9
10 11