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
2851
$6.67K ﹤0.01%
436
-57
2852
$6.66K ﹤0.01%
+450
2853
$6.65K ﹤0.01%
90
2854
$6.62K ﹤0.01%
61
+11
2855
$6.61K ﹤0.01%
2,666
2856
$6.61K ﹤0.01%
304
2857
$6.61K ﹤0.01%
+165
2858
$6.59K ﹤0.01%
824
2859
$6.52K ﹤0.01%
1,100
2860
$6.51K ﹤0.01%
+200
2861
$6.5K ﹤0.01%
42
+25
2862
$6.48K ﹤0.01%
1,010
+10
2863
$6.45K ﹤0.01%
633
+83
2864
$6.4K ﹤0.01%
+77
2865
$6.36K ﹤0.01%
1,496
-1,607
2866
$6.3K ﹤0.01%
+303
2867
$6.29K ﹤0.01%
229
2868
$6.26K ﹤0.01%
83
-57
2869
$6.25K ﹤0.01%
141
-8,117
2870
$6.18K ﹤0.01%
1,000
2871
$6.16K ﹤0.01%
540
2872
$6.13K ﹤0.01%
825
2873
$6.12K ﹤0.01%
402
+257
2874
$6.12K ﹤0.01%
623
+25
2875
$6.07K ﹤0.01%
+261
113 114
115
116 117