Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $137B
1-Year Est. Return 11.46%
This Quarter Est. Return
1 Year Est. Return
+11.46%
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
1
$243M 7.49%
1,181,225
+142,143
2
$163M 5.04%
789,378
-81,029
3
$107M 3.29%
2,818,190
+472,535
4
$106M 3.26%
1,304,075
+82,488
5
$102M 3.13%
2,538,173
+300,167
6
$88.6M 2.73%
3,058,645
+292,250
7
$84.9M 2.62%
1,396,268
+217,124
8
$84.9M 2.62%
1,488,662
+881,312
9
$78.4M 2.42%
951,848
+180,556
10
$75.1M 2.32%
608,169
+49,268
11
$67.4M 2.08%
1,286,454
+32,526
12
$61.9M 1.91%
773,960
+44,355
13
$56.8M 1.75%
495,790
+10,750
14
$54.9M 1.7%
1,392,748
+116,062
15
$52.3M 1.61%
506,254
+22,180
16
$46.4M 1.43%
571,809
+915
17
$39.9M 1.23%
471,769
+42,450
18
$37.8M 1.17%
1,368,352
+19,756
19
$37.5M 1.16%
358,897
+103,387
20
$36M 1.11%
453,964
+25,285
21
$35.1M 1.08%
319,114
+5,898
22
$35M 1.08%
366,452
+103,139
23
$33.2M 1.02%
286,430
+27,719
24
$32.3M 1%
270,684
-506
25
$29.1M 0.9%
110,314
+75,910
1
2 3 4 5