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
2676
$11.8K ﹤0.01%
218
2677
$11.8K ﹤0.01%
822
+107
2678
$11.8K ﹤0.01%
367
-1,121
2679
$11.7K ﹤0.01%
700
2680
$11.6K ﹤0.01%
+169
2681
$11.6K ﹤0.01%
806
-10
2682
$11.5K ﹤0.01%
1,002
+650
2683
$11.4K ﹤0.01%
+273
2684
$11.3K ﹤0.01%
+125
2685
$11.3K ﹤0.01%
366
2686
$11.3K ﹤0.01%
+4,900
2687
$11.2K ﹤0.01%
3,065
2688
$11.2K ﹤0.01%
311
+51
2689
$11.2K ﹤0.01%
10,000
2690
$11.2K ﹤0.01%
+404
2691
$11.2K ﹤0.01%
+750
2692
$11.1K ﹤0.01%
172
-1,828
2693
$11.1K ﹤0.01%
117
-41
2694
$11.1K ﹤0.01%
588
2695
$11K ﹤0.01%
148
+48
2696
$11K ﹤0.01%
140
+83
2697
$11K ﹤0.01%
202
2698
$11K ﹤0.01%
131
+18
2699
$11K ﹤0.01%
362
+14
2700
$10.9K ﹤0.01%
2,766
106 107
108
109 110