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
2926
$5.01K ﹤0.01%
134
+91
2927
$5.01K ﹤0.01%
57
+53
2928
$4.97K ﹤0.01%
76
2929
$4.95K ﹤0.01%
+314
2930
$4.93K ﹤0.01%
231
2931
$4.92K ﹤0.01%
92
-67
2932
$4.91K ﹤0.01%
+361
2933
$4.9K ﹤0.01%
307
+7
2934
$4.88K ﹤0.01%
403
-1,232
2935
$4.87K ﹤0.01%
+125
2936
$4.87K ﹤0.01%
3,660
-12,220
2937
$4.87K ﹤0.01%
333
-320
2938
$4.83K ﹤0.01%
60
2939
$4.83K ﹤0.01%
+250
2940
$4.82K ﹤0.01%
57
2941
$4.8K ﹤0.01%
250
-432
2942
$4.77K ﹤0.01%
78
+1
2943
$4.72K ﹤0.01%
+610
2944
$4.72K ﹤0.01%
+12
2945
$4.71K ﹤0.01%
87
-126
2946
$4.69K ﹤0.01%
+400
2947
$4.68K ﹤0.01%
109
-41
2948
$4.65K ﹤0.01%
2,302
+2
2949
$4.5K ﹤0.01%
72
-3
2950
$4.49K ﹤0.01%
+40
116 117
118
119 120