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
2626
$13.7K ﹤0.01%
600
+138
2627
$13.6K ﹤0.01%
357
2628
$13.6K ﹤0.01%
2,000
2629
$13.6K ﹤0.01%
+300
2630
$13.5K ﹤0.01%
216
2631
$13.5K ﹤0.01%
+850
2632
$13.4K ﹤0.01%
700
-103
2633
$13.4K ﹤0.01%
293
+83
2634
$13.4K ﹤0.01%
+728
2635
$13.2K ﹤0.01%
574
+63
2636
$13.2K ﹤0.01%
1,314
+359
2637
$13.2K ﹤0.01%
145
2638
$13.1K ﹤0.01%
341
+100
2639
$13K ﹤0.01%
83
+6
2640
$13K ﹤0.01%
+150
2641
$13K ﹤0.01%
1,533
2642
$13K ﹤0.01%
410
+184
2643
$12.9K ﹤0.01%
283
+155
2644
$12.9K ﹤0.01%
+400
2645
$12.9K ﹤0.01%
1,091
2646
$12.8K ﹤0.01%
410
+248
2647
$12.8K ﹤0.01%
408
+404
2648
$12.8K ﹤0.01%
3,022
-170
2649
$12.8K ﹤0.01%
306
2650
$12.7K ﹤0.01%
1,080
+53
104 105
106
107 108