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
3001
$3.63K ﹤0.01%
176
-109
3002
$3.61K ﹤0.01%
+108
3003
$3.61K ﹤0.01%
891
-400
3004
$3.57K ﹤0.01%
46
3005
$3.57K ﹤0.01%
302
3006
$3.57K ﹤0.01%
152
3007
$3.56K ﹤0.01%
+800
3008
$3.55K ﹤0.01%
+204
3009
$3.54K ﹤0.01%
1,291
-49
3010
$3.52K ﹤0.01%
126
-126
3011
$3.52K ﹤0.01%
152
+142
3012
$3.5K ﹤0.01%
813
+150
3013
$3.47K ﹤0.01%
+101
3014
$3.47K ﹤0.01%
361
-1,257
3015
$3.46K ﹤0.01%
+57
3016
$3.43K ﹤0.01%
+189
3017
$3.41K ﹤0.01%
+94
3018
$3.38K ﹤0.01%
615
+575
3019
$3.38K ﹤0.01%
+83
3020
$3.36K ﹤0.01%
172
+45
3021
$3.35K ﹤0.01%
66
+54
3022
$3.35K ﹤0.01%
+106
3023
$3.32K ﹤0.01%
+51
3024
$3.31K ﹤0.01%
+81
3025
$3.3K ﹤0.01%
119
-40
119 120
121
122 123