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
2476
$21.4K ﹤0.01%
200
-383
2477
$21.4K ﹤0.01%
296
2478
$21.4K ﹤0.01%
11
2479
$21.4K ﹤0.01%
707
-1,995
2480
$21.4K ﹤0.01%
2,158
-9,313
2481
$21.3K ﹤0.01%
5,631
-784
2482
$21.3K ﹤0.01%
175
-34
2483
$21.2K ﹤0.01%
525
2484
$21.1K ﹤0.01%
404
2485
$21.1K ﹤0.01%
2,171
-11,790
2486
$21.1K ﹤0.01%
1,194
2487
$21.1K ﹤0.01%
500
2488
$21K ﹤0.01%
2,620
2489
$20.9K ﹤0.01%
141
+73
2490
$20.6K ﹤0.01%
101
2491
$20.6K ﹤0.01%
1,629
2492
$20.5K ﹤0.01%
464
+387
2493
$20.5K ﹤0.01%
5,473
+2,530
2494
$20.5K ﹤0.01%
173
2495
$20.5K ﹤0.01%
+830
2496
$20.4K ﹤0.01%
15,577
+31
2497
$20.4K ﹤0.01%
1,499
+608
2498
$20.4K ﹤0.01%
157
-3
2499
$20.3K ﹤0.01%
176
+120
2500
$20.3K ﹤0.01%
4,448
98 99
100
101 102