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
2776
$8.68K ﹤0.01%
47
+27
2777
$8.63K ﹤0.01%
779
+14
2778
$8.59K ﹤0.01%
49
+6
2779
$8.58K ﹤0.01%
205
+12
2780
$8.57K ﹤0.01%
127
+19
2781
$8.54K ﹤0.01%
+184
2782
$8.53K ﹤0.01%
229
+225
2783
$8.52K ﹤0.01%
+123
2784
$8.47K ﹤0.01%
1,230
+5
2785
$8.45K ﹤0.01%
734
+270
2786
$8.42K ﹤0.01%
274
2787
$8.4K ﹤0.01%
220
2788
$8.4K ﹤0.01%
446
-3,566
2789
$8.4K ﹤0.01%
250
+39
2790
$8.4K ﹤0.01%
1,255
+820
2791
$8.37K ﹤0.01%
+200
2792
$8.35K ﹤0.01%
158
2793
$8.31K ﹤0.01%
302
+102
2794
$8.3K ﹤0.01%
286
+200
2795
$8.21K ﹤0.01%
305
+228
2796
$8.21K ﹤0.01%
95
2797
$8.18K ﹤0.01%
+55
2798
$8.09K ﹤0.01%
+101
2799
$8.04K ﹤0.01%
235
+106
2800
$7.98K ﹤0.01%
+1,050