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
3051
$2.94K ﹤0.01%
+2,496
3052
$2.91K ﹤0.01%
28
-34
3053
$2.9K ﹤0.01%
+121
3054
$2.85K ﹤0.01%
315
3055
$2.85K ﹤0.01%
354
-35
3056
$2.83K ﹤0.01%
+350
3057
$2.76K ﹤0.01%
300
3058
$2.76K ﹤0.01%
+189
3059
$2.75K ﹤0.01%
62
-114
3060
$2.75K ﹤0.01%
100
-118
3061
$2.75K ﹤0.01%
+440
3062
$2.74K ﹤0.01%
50
+5
3063
$2.73K ﹤0.01%
+122
3064
$2.73K ﹤0.01%
+116
3065
$2.73K ﹤0.01%
62
-451
3066
$2.73K ﹤0.01%
2,500
3067
$2.73K ﹤0.01%
+158
3068
$2.71K ﹤0.01%
+2,465
3069
$2.71K ﹤0.01%
287
-1,774
3070
$2.7K ﹤0.01%
34
3071
$2.7K ﹤0.01%
126
-94
3072
$2.69K ﹤0.01%
+66
3073
$2.68K ﹤0.01%
+6
3074
$2.66K ﹤0.01%
56
-30
3075
$2.65K ﹤0.01%
+97
121 122
123
124 125