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
2801
$7.96K ﹤0.01%
200
-2
2802
$7.91K ﹤0.01%
379
+213
2803
$7.87K ﹤0.01%
46
+38
2804
$7.87K ﹤0.01%
358
+320
2805
$7.86K ﹤0.01%
183
+142
2806
$7.84K ﹤0.01%
54
+8
2807
$7.84K ﹤0.01%
+237
2808
$7.79K ﹤0.01%
+500
2809
$7.78K ﹤0.01%
124
+24
2810
$7.68K ﹤0.01%
+150
2811
$7.64K ﹤0.01%
+163
2812
$7.63K ﹤0.01%
938
+641
2813
$7.62K ﹤0.01%
1,000
2814
$7.61K ﹤0.01%
+77
2815
$7.58K ﹤0.01%
200
2816
$7.57K ﹤0.01%
100
-51
2817
$7.52K ﹤0.01%
+62
2818
$7.51K ﹤0.01%
500
-438
2819
$7.48K ﹤0.01%
186
+76
2820
$7.45K ﹤0.01%
1,000
2821
$7.45K ﹤0.01%
144
-1,677
2822
$7.38K ﹤0.01%
1,371
2823
$7.35K ﹤0.01%
425
2824
$7.33K ﹤0.01%
48
-399
2825
$7.29K ﹤0.01%
287
+191
111 112
113
114 115