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
2876
$6.07K ﹤0.01%
1,605
-2,963
2877
$6.05K ﹤0.01%
224
-2,997
2878
$6.05K ﹤0.01%
550
2879
$6.03K ﹤0.01%
539
+14
2880
$6.01K ﹤0.01%
+1,000
2881
$5.97K ﹤0.01%
+225
2882
$5.95K ﹤0.01%
650
2883
$5.92K ﹤0.01%
245
2884
$5.86K ﹤0.01%
655
2885
$5.86K ﹤0.01%
+206
2886
$5.83K ﹤0.01%
96
-54
2887
$5.76K ﹤0.01%
675
+25
2888
$5.76K ﹤0.01%
291
-662
2889
$5.75K ﹤0.01%
+300
2890
$5.67K ﹤0.01%
+100
2891
$5.67K ﹤0.01%
186
-361
2892
$5.66K ﹤0.01%
317
+253
2893
$5.63K ﹤0.01%
248
2894
$5.6K ﹤0.01%
172
+82
2895
$5.58K ﹤0.01%
+181
2896
$5.57K ﹤0.01%
200
2897
$5.55K ﹤0.01%
+150
2898
$5.55K ﹤0.01%
+183
2899
$5.5K ﹤0.01%
263
2900
$5.5K ﹤0.01%
162