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
3076
$2.63K ﹤0.01%
68
-32
3077
$2.63K ﹤0.01%
100
3078
$2.62K ﹤0.01%
38
-17
3079
$2.6K ﹤0.01%
+14
3080
$2.6K ﹤0.01%
+94
3081
$2.6K ﹤0.01%
156
+126
3082
$2.59K ﹤0.01%
80
3083
$2.56K ﹤0.01%
419
3084
$2.56K ﹤0.01%
+68
3085
$2.54K ﹤0.01%
281
-57
3086
$2.53K ﹤0.01%
+40
3087
$2.52K ﹤0.01%
18
-10
3088
$2.52K ﹤0.01%
500
+100
3089
$2.5K ﹤0.01%
+277
3090
$2.49K ﹤0.01%
+100
3091
$2.48K ﹤0.01%
66
3092
$2.48K ﹤0.01%
100
3093
$2.47K ﹤0.01%
+291
3094
$2.43K ﹤0.01%
102
3095
$2.43K ﹤0.01%
195
-16
3096
$2.42K ﹤0.01%
250
3097
$2.42K ﹤0.01%
32
+1
3098
$2.41K ﹤0.01%
26
-26
3099
$2.39K ﹤0.01%
94
-45
3100
$2.38K ﹤0.01%
+99
122 123
124
125 126