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
276
$30.1M 0.03%
1,525,132
+504,309
277
$30M 0.03%
141,977
-2,916
278
$29.9M 0.03%
152,384
+51,860
279
$29.9M 0.03%
271,175
+17,224
280
$29.8M 0.03%
265,802
+11,170
281
$29.6M 0.03%
593,128
+142,535
282
$29.5M 0.02%
177,241
-12,800
283
$29.5M 0.02%
500,437
+61,825
284
$29.3M 0.02%
648,162
+153,288
285
$29.2M 0.02%
262,643
-10,112
286
$29.2M 0.02%
318,157
+170,107
287
$29.2M 0.02%
872,269
-46,444
288
$29.1M 0.02%
536,300
+368,245
289
$29M 0.02%
524,173
-130,545
290
$28.9M 0.02%
28,204
-3,681
291
$28.7M 0.02%
872,385
+69,487
292
$28.5M 0.02%
134,196
+64,400
293
$28M 0.02%
840,605
+14,380
294
$27.6M 0.02%
1,041,026
+32,447
295
$27.2M 0.02%
619,704
+26,697
296
$27M 0.02%
707,254
-36,623
297
$26.9M 0.02%
233,041
+107,527
298
$26.7M 0.02%
404,238
+218,604
299
$26.7M 0.02%
304,276
+169,652
300
$26.6M 0.02%
1,342,872
-84,715
10 11
12
13 14