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
2901
$5.49K ﹤0.01%
+763
2902
$5.47K ﹤0.01%
532
2903
$5.43K ﹤0.01%
+168
2904
$5.42K ﹤0.01%
700
2905
$5.41K ﹤0.01%
1,286
2906
$5.4K ﹤0.01%
82
2907
$5.38K ﹤0.01%
210
2908
$5.38K ﹤0.01%
135
+1
2909
$5.38K ﹤0.01%
153
+5
2910
$5.37K ﹤0.01%
+138
2911
$5.36K ﹤0.01%
400
2912
$5.33K ﹤0.01%
300
2913
$5.32K ﹤0.01%
149
+3
2914
$5.3K ﹤0.01%
137
+44
2915
$5.28K ﹤0.01%
1,009
2916
$5.27K ﹤0.01%
+274
2917
$5.26K ﹤0.01%
111
-24
2918
$5.25K ﹤0.01%
870
-7,367
2919
$5.25K ﹤0.01%
49
+41
2920
$5.21K ﹤0.01%
450
-22
2921
$5.19K ﹤0.01%
+200
2922
$5.11K ﹤0.01%
+127
2923
$5.1K ﹤0.01%
675
+25
2924
$5.06K ﹤0.01%
280
2925
$5.05K ﹤0.01%
39
+35
115 116
117
118 119