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
2576
$16.2K ﹤0.01%
+469
2577
$16.2K ﹤0.01%
1,094
-401
2578
$16.2K ﹤0.01%
167
+15
2579
$16.1K ﹤0.01%
1,854
-279
2580
$16K ﹤0.01%
191
-77
2581
$16K ﹤0.01%
303
+1
2582
$15.9K ﹤0.01%
197
+9
2583
$15.9K ﹤0.01%
498
-114
2584
$15.9K ﹤0.01%
1,631
2585
$15.9K ﹤0.01%
1,569
+1,319
2586
$15.8K ﹤0.01%
+304
2587
$15.8K ﹤0.01%
+249
2588
$15.7K ﹤0.01%
+508
2589
$15.7K ﹤0.01%
+729
2590
$15.6K ﹤0.01%
+151
2591
$15.6K ﹤0.01%
426
+136
2592
$15.4K ﹤0.01%
3,000
-2,118
2593
$15.3K ﹤0.01%
1,545
2594
$15.3K ﹤0.01%
569
+95
2595
$15.3K ﹤0.01%
3,106
2596
$15.3K ﹤0.01%
223
+218
2597
$15.2K ﹤0.01%
224
+2
2598
$15.1K ﹤0.01%
895
2599
$15.1K ﹤0.01%
5,953
-200
2600
$15.1K ﹤0.01%
4,019
+52
102 103
104
105 106