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
$119B
AUM Growth
+$5.96B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,979
New
Increased
Reduced
Closed

Top Buys

1
+$3.09B
2
+$728M
3
+$474M
4
BND icon
Vanguard Total Bond Market
BND
+$429M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$227M

Top Sells

1
+$49.6M
2
+$38.7M
3
+$35.3M
4
SFNC icon
Simmons First National
SFNC
+$28.5M
5
PLTR icon
Palantir
PLTR
+$26.4M

Sector Composition

1 Technology 3.14%
2 Financials 1.23%
3 Consumer Discretionary 1.14%
4 Communication Services 0.91%
5 Healthcare 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$44.2M 0.04%
248,959
+7,293
227
$44M 0.04%
1,347,786
-35,142
228
$44M 0.04%
493,280
-183,770
229
$43.9M 0.04%
473,816
+8,347
230
$43.5M 0.04%
272,595
+29,270
231
$43.1M 0.04%
404,303
-17,817
232
$43M 0.04%
174,140
+5,462
233
$42.5M 0.04%
659,679
+95,496
234
$42.5M 0.04%
741,353
+465,247
235
$41.8M 0.04%
369,706
-342,002
236
$41.7M 0.04%
861,073
-93,602
237
$41.1M 0.03%
1,591,869
+914,712
238
$41.1M 0.03%
120,769
+3,071
239
$40.3M 0.03%
117,901
-481
240
$40M 0.03%
213,102
+6,017
241
$39.9M 0.03%
400,782
+23,223
242
$39.9M 0.03%
1,006,814
+935,213
243
$39.6M 0.03%
858,945
+751,502
244
$38.9M 0.03%
1,097,305
+125,851
245
$38.9M 0.03%
61,197
+5,969
246
$38.7M 0.03%
1,078,420
+114,455
247
$38.6M 0.03%
134,228
+2,403
248
$38.6M 0.03%
495,690
+49,122
249
$38.5M 0.03%
614,510
-223,469
250
$38.4M 0.03%
1,281,167
-8,421
8 9
10
11 12