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
2826
$7.28K ﹤0.01%
1,202
+44
2827
$7.19K ﹤0.01%
98
-20
2828
$7.13K ﹤0.01%
225
2829
$7.1K ﹤0.01%
+276
2830
$7.08K ﹤0.01%
2,000
2831
$7.03K ﹤0.01%
194
2832
$7.03K ﹤0.01%
76
2833
$7K ﹤0.01%
+800
2834
$6.99K ﹤0.01%
68
+18
2835
$6.96K ﹤0.01%
229
-288
2836
$6.94K ﹤0.01%
224
+125
2837
$6.89K ﹤0.01%
+51
2838
$6.89K ﹤0.01%
269
+157
2839
$6.85K ﹤0.01%
184
+123
2840
$6.84K ﹤0.01%
99
+82
2841
$6.83K ﹤0.01%
243
+3
2842
$6.83K ﹤0.01%
860
2843
$6.83K ﹤0.01%
+326
2844
$6.8K ﹤0.01%
1,205
2845
$6.74K ﹤0.01%
111
-64
2846
$6.73K ﹤0.01%
74
+36
2847
$6.7K ﹤0.01%
466
+463
2848
$6.69K ﹤0.01%
148
-36
2849
$6.68K ﹤0.01%
+104
2850
$6.67K ﹤0.01%
63
-67
112 113
114
115 116