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
2526
$19K ﹤0.01%
895
+845
2527
$19K ﹤0.01%
517
-843
2528
$18.8K ﹤0.01%
259
2529
$18.8K ﹤0.01%
500
2530
$18.6K ﹤0.01%
1,000
2531
$18.5K ﹤0.01%
593
-944
2532
$18.5K ﹤0.01%
134
+107
2533
$18.4K ﹤0.01%
675
-6
2534
$18.4K ﹤0.01%
1,370
2535
$18.3K ﹤0.01%
522
2536
$18.3K ﹤0.01%
380
-15
2537
$18.3K ﹤0.01%
+5,000
2538
$18.1K ﹤0.01%
991
2539
$18.1K ﹤0.01%
575
-5
2540
$18K ﹤0.01%
779
+1
2541
$17.9K ﹤0.01%
2,917
2542
$17.9K ﹤0.01%
265
-157
2543
$17.8K ﹤0.01%
+481
2544
$17.7K ﹤0.01%
+288
2545
$17.6K ﹤0.01%
642
+205
2546
$17.6K ﹤0.01%
448
+248
2547
$17.5K ﹤0.01%
263
2548
$17.4K ﹤0.01%
482
-135
2549
$17.4K ﹤0.01%
207
+152
2550
$17.3K ﹤0.01%
974
+309
100 101
102
103 104