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
2726
$10K ﹤0.01%
283
+194
2727
$9.92K ﹤0.01%
508
+480
2728
$9.88K ﹤0.01%
+278
2729
$9.88K ﹤0.01%
287
-207
2730
$9.82K ﹤0.01%
406
+43
2731
$9.8K ﹤0.01%
566
-7,312
2732
$9.77K ﹤0.01%
503
2733
$9.77K ﹤0.01%
1,200
-275
2734
$9.74K ﹤0.01%
56
2735
$9.7K ﹤0.01%
719
-977
2736
$9.68K ﹤0.01%
141
+60
2737
$9.67K ﹤0.01%
+255
2738
$9.62K ﹤0.01%
+405
2739
$9.62K ﹤0.01%
1,000
2740
$9.51K ﹤0.01%
2,780
2741
$9.51K ﹤0.01%
+319
2742
$9.47K ﹤0.01%
699
-21
2743
$9.44K ﹤0.01%
500
2744
$9.42K ﹤0.01%
+499
2745
$9.42K ﹤0.01%
306
-634
2746
$9.35K ﹤0.01%
262
2747
$9.33K ﹤0.01%
+958
2748
$9.32K ﹤0.01%
250
-10
2749
$9.32K ﹤0.01%
4,216
2750
$9.3K ﹤0.01%
230
108 109
110
111 112