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
2951
$4.49K ﹤0.01%
136
-72
2952
$4.48K ﹤0.01%
200
2953
$4.42K ﹤0.01%
54
-13
2954
$4.41K ﹤0.01%
122
+59
2955
$4.38K ﹤0.01%
503
-564
2956
$4.36K ﹤0.01%
80
+6
2957
$4.33K ﹤0.01%
272
+50
2958
$4.31K ﹤0.01%
+900
2959
$4.29K ﹤0.01%
255
2960
$4.28K ﹤0.01%
454
+104
2961
$4.26K ﹤0.01%
51
-6
2962
$4.24K ﹤0.01%
+77
2963
$4.18K ﹤0.01%
900
+730
2964
$4.16K ﹤0.01%
71
-25
2965
$4.14K ﹤0.01%
85
2966
$4.12K ﹤0.01%
+10
2967
$4.12K ﹤0.01%
5,867
2968
$4.11K ﹤0.01%
+259
2969
$4.1K ﹤0.01%
175
-18
2970
$4.1K ﹤0.01%
+260
2971
$4.1K ﹤0.01%
1,013
-215
2972
$4.04K ﹤0.01%
213
-1,021
2973
$4.02K ﹤0.01%
+108
2974
$4.02K ﹤0.01%
+218
2975
$4.02K ﹤0.01%
2,125
117 118
119
120 121