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
3026
$3.3K ﹤0.01%
+11
3027
$3.3K ﹤0.01%
50
3028
$3.29K ﹤0.01%
+105
3029
$3.29K ﹤0.01%
65
3030
$3.27K ﹤0.01%
+299
3031
$3.26K ﹤0.01%
+2,962
3032
$3.26K ﹤0.01%
468
+69
3033
$3.23K ﹤0.01%
379
3034
$3.23K ﹤0.01%
57
+8
3035
$3.22K ﹤0.01%
+98
3036
$3.22K ﹤0.01%
1,016
3037
$3.22K ﹤0.01%
+400
3038
$3.18K ﹤0.01%
174
3039
$3.17K ﹤0.01%
896
3040
$3.17K ﹤0.01%
465
3041
$3.13K ﹤0.01%
66
-105
3042
$3.12K ﹤0.01%
117
+66
3043
$3.08K ﹤0.01%
302
+267
3044
$3.01K ﹤0.01%
288
3045
$3.01K ﹤0.01%
2,487
+2,400
3046
$3K ﹤0.01%
18
-150
3047
$3K ﹤0.01%
82
-1,082
3048
$2.98K ﹤0.01%
+95
3049
$2.96K ﹤0.01%
530
3050
$2.95K ﹤0.01%
+701
120 121
122
123 124