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
2601
$15K ﹤0.01%
76
+67
2602
$15K ﹤0.01%
313
-30
2603
$14.9K ﹤0.01%
2,045
+65
2604
$14.8K ﹤0.01%
278
+212
2605
$14.7K ﹤0.01%
+1,030
2606
$14.6K ﹤0.01%
1,974
-215
2607
$14.6K ﹤0.01%
10,000
2608
$14.4K ﹤0.01%
430
2609
$14.3K ﹤0.01%
2,924
+1,311
2610
$14.3K ﹤0.01%
456
+116
2611
$14.3K ﹤0.01%
1,459
+33
2612
$14.2K ﹤0.01%
170
2613
$14K ﹤0.01%
624
+10
2614
$14K ﹤0.01%
156
+1
2615
$13.9K ﹤0.01%
3,656
-1,096
2616
$13.9K ﹤0.01%
7,844
2617
$13.9K ﹤0.01%
449
-79
2618
$13.9K ﹤0.01%
659
+123
2619
$13.9K ﹤0.01%
+315
2620
$13.8K ﹤0.01%
671
+71
2621
$13.8K ﹤0.01%
500
-54
2622
$13.8K ﹤0.01%
+595
2623
$13.8K ﹤0.01%
184
2624
$13.7K ﹤0.01%
2,018
2625
$13.7K ﹤0.01%
496
+185
103 104
105
106 107