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
251
$38M 0.03%
249,768
-101,305
252
$37.9M 0.03%
349,120
+30,381
253
$37.7M 0.03%
312,216
+59,149
254
$36.9M 0.03%
607,487
+15,797
255
$36.5M 0.03%
957,808
+1,965
256
$36.4M 0.03%
299,849
-24,554
257
$36.1M 0.03%
105,115
+2,887
258
$35.6M 0.03%
122,690
-8,163
259
$34.9M 0.03%
1,335,306
+4,527
260
$34.2M 0.03%
702,464
+79,298
261
$33.6M 0.03%
512,331
-3,099
262
$33.6M 0.03%
284,403
+8,021
263
$33.5M 0.03%
262,395
+57,426
264
$33M 0.03%
1,300,312
+354,926
265
$32.9M 0.03%
481,024
+21,829
266
$32.9M 0.03%
93,619
+714
267
$32.6M 0.03%
1,245,092
+442,675
268
$32.4M 0.03%
376,456
-61,777
269
$31.8M 0.03%
1,341,488
+27,530
270
$31.5M 0.03%
314,247
+63,323
271
$31.5M 0.03%
589,330
+42,826
272
$31.3M 0.03%
772,955
-49,410
273
$31.3M 0.03%
255,078
+9,278
274
$30.7M 0.03%
922,508
+434,548
275
$30.5M 0.03%
306,996
-7,384
9 10
11
12 13