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
2751
$9.23K ﹤0.01%
438
-431
2752
$9.22K ﹤0.01%
207
+81
2753
$9.22K ﹤0.01%
129
2754
$9.2K ﹤0.01%
671
+629
2755
$9.18K ﹤0.01%
1,000
2756
$9.16K ﹤0.01%
91
+71
2757
$9.09K ﹤0.01%
903
+561
2758
$9.08K ﹤0.01%
2,000
2759
$9.07K ﹤0.01%
+409
2760
$9.07K ﹤0.01%
160
2761
$9.03K ﹤0.01%
428
+8
2762
$9.03K ﹤0.01%
170
2763
$9.02K ﹤0.01%
100
2764
$9.01K ﹤0.01%
64
+29
2765
$9.01K ﹤0.01%
+253
2766
$8.97K ﹤0.01%
517
2767
$8.96K ﹤0.01%
1,184
2768
$8.88K ﹤0.01%
125
2769
$8.87K ﹤0.01%
67
-48
2770
$8.87K ﹤0.01%
+49
2771
$8.86K ﹤0.01%
858
+3
2772
$8.83K ﹤0.01%
203
+39
2773
$8.74K ﹤0.01%
86
2774
$8.71K ﹤0.01%
200
2775
$8.7K ﹤0.01%
+141