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
2651
$12.7K ﹤0.01%
449
-6,090
2652
$12.6K ﹤0.01%
795
2653
$12.6K ﹤0.01%
137
+72
2654
$12.6K ﹤0.01%
312
+20
2655
$12.5K ﹤0.01%
+175
2656
$12.5K ﹤0.01%
819
2657
$12.5K ﹤0.01%
202
+72
2658
$12.4K ﹤0.01%
+302
2659
$12.3K ﹤0.01%
332
+259
2660
$12.3K ﹤0.01%
515
2661
$12.3K ﹤0.01%
322
-1,762
2662
$12.2K ﹤0.01%
+750
2663
$12.1K ﹤0.01%
1,340
+166
2664
$12.1K ﹤0.01%
311
+31
2665
$12K ﹤0.01%
1,841
+1,491
2666
$12K ﹤0.01%
265
+45
2667
$12K ﹤0.01%
384
-95
2668
$12K ﹤0.01%
487
+10
2669
$12K ﹤0.01%
357
2670
$12K ﹤0.01%
+740
2671
$11.9K ﹤0.01%
945
-2,063
2672
$11.9K ﹤0.01%
+1,621
2673
$11.9K ﹤0.01%
+332
2674
$11.9K ﹤0.01%
90
+17
2675
$11.8K ﹤0.01%
261
105 106
107
108 109