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
2701
$10.9K ﹤0.01%
+303
2702
$10.8K ﹤0.01%
+199
2703
$10.8K ﹤0.01%
1,103
-562
2704
$10.8K ﹤0.01%
381
+46
2705
$10.8K ﹤0.01%
32
+9
2706
$10.7K ﹤0.01%
543
+201
2707
$10.7K ﹤0.01%
1,065
2708
$10.7K ﹤0.01%
202
+20
2709
$10.7K ﹤0.01%
684
+584
2710
$10.6K ﹤0.01%
64
+9
2711
$10.6K ﹤0.01%
530
+187
2712
$10.6K ﹤0.01%
1,021
2713
$10.4K ﹤0.01%
139
+81
2714
$10.4K ﹤0.01%
4,000
2715
$10.3K ﹤0.01%
276
-1,348
2716
$10.3K ﹤0.01%
267
+100
2717
$10.3K ﹤0.01%
151
2718
$10.3K ﹤0.01%
466
2719
$10.2K ﹤0.01%
901
2720
$10.2K ﹤0.01%
+59
2721
$10.2K ﹤0.01%
+253
2722
$10.2K ﹤0.01%
89
+37
2723
$10.1K ﹤0.01%
7,350
2724
$10.1K ﹤0.01%
3,077
-323
2725
$10K ﹤0.01%
+113
107 108
109
110 111