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
2976
$3.99K ﹤0.01%
+61
2977
$3.95K ﹤0.01%
58
2978
$3.92K ﹤0.01%
99
-26
2979
$3.89K ﹤0.01%
255
+124
2980
$3.88K ﹤0.01%
2,000
2981
$3.86K ﹤0.01%
83
2982
$3.85K ﹤0.01%
72
+43
2983
$3.85K ﹤0.01%
1,551
+1,471
2984
$3.84K ﹤0.01%
193
-3,995
2985
$3.82K ﹤0.01%
+125
2986
$3.81K ﹤0.01%
1,575
2987
$3.8K ﹤0.01%
156
+98
2988
$3.8K ﹤0.01%
13
-15
2989
$3.79K ﹤0.01%
104
+100
2990
$3.79K ﹤0.01%
150
2991
$3.79K ﹤0.01%
753
-5,741
2992
$3.74K ﹤0.01%
1,250
2993
$3.73K ﹤0.01%
198
+74
2994
$3.72K ﹤0.01%
500
+371
2995
$3.68K ﹤0.01%
237
2996
$3.67K ﹤0.01%
+145
2997
$3.66K ﹤0.01%
+54
2998
$3.65K ﹤0.01%
500
2999
$3.65K ﹤0.01%
+122
3000
$3.64K ﹤0.01%
65
118 119
120
121 122