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
2551
$17.3K ﹤0.01%
175
-13
2552
$17.1K ﹤0.01%
756
+12
2553
$17.1K ﹤0.01%
419
+22
2554
$17.1K ﹤0.01%
4,262
2555
$17K ﹤0.01%
564
+100
2556
$17K ﹤0.01%
226
2557
$17K ﹤0.01%
+623
2558
$16.9K ﹤0.01%
1,127
+870
2559
$16.9K ﹤0.01%
218
+146
2560
$16.9K ﹤0.01%
354
+2
2561
$16.9K ﹤0.01%
1,001
2562
$16.9K ﹤0.01%
+1,606
2563
$16.8K ﹤0.01%
9,299
2564
$16.8K ﹤0.01%
149
+21
2565
$16.6K ﹤0.01%
641
+605
2566
$16.6K ﹤0.01%
568
+331
2567
$16.6K ﹤0.01%
1,067
2568
$16.5K ﹤0.01%
200
2569
$16.4K ﹤0.01%
278
+113
2570
$16.4K ﹤0.01%
1,064
2571
$16.4K ﹤0.01%
205
-247
2572
$16.4K ﹤0.01%
1,116
-7,396
2573
$16.3K ﹤0.01%
74
+20
2574
$16.3K ﹤0.01%
500
2575
$16.2K ﹤0.01%
421
-486