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
2501
$20.3K ﹤0.01%
+632
2502
$20.3K ﹤0.01%
1,500
2503
$20.2K ﹤0.01%
142
2504
$20.1K ﹤0.01%
710
-773
2505
$20.1K ﹤0.01%
127
+17
2506
$20.1K ﹤0.01%
+4,127
2507
$20K ﹤0.01%
459
+130
2508
$20K ﹤0.01%
808
2509
$19.9K ﹤0.01%
511
-2
2510
$19.9K ﹤0.01%
287
-1,281
2511
$19.8K ﹤0.01%
1,014
-2,007
2512
$19.8K ﹤0.01%
1,500
2513
$19.7K ﹤0.01%
364
-485
2514
$19.6K ﹤0.01%
390
2515
$19.6K ﹤0.01%
+377
2516
$19.6K ﹤0.01%
490
+360
2517
$19.6K ﹤0.01%
750
-72
2518
$19.6K ﹤0.01%
615
+15
2519
$19.5K ﹤0.01%
2,053
+1,997
2520
$19.4K ﹤0.01%
403
+255
2521
$19.4K ﹤0.01%
500
2522
$19.4K ﹤0.01%
568
-113
2523
$19.1K ﹤0.01%
600
2524
$19.1K ﹤0.01%
3,678
+2,988
2525
$19K ﹤0.01%
1,795
+660
99 100
101
102 103