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
3101
$2.38K ﹤0.01%
1,300
3102
$2.37K ﹤0.01%
+57
3103
$2.35K ﹤0.01%
+62
3104
$2.33K ﹤0.01%
+117
3105
$2.33K ﹤0.01%
+1,000
3106
$2.31K ﹤0.01%
101
-35
3107
$2.31K ﹤0.01%
50
3108
$2.31K ﹤0.01%
15
3109
$2.25K ﹤0.01%
+17
3110
$2.24K ﹤0.01%
73
-44
3111
$2.21K ﹤0.01%
40
3112
$2.2K ﹤0.01%
1,095
+495
3113
$2.19K ﹤0.01%
55
+52
3114
$2.18K ﹤0.01%
102
-147
3115
$2.18K ﹤0.01%
117
-73
3116
$2.18K ﹤0.01%
+50
3117
$2.18K ﹤0.01%
+90
3118
$2.18K ﹤0.01%
13
-5
3119
$2.17K ﹤0.01%
355
-103
3120
$2.16K ﹤0.01%
550
+19
3121
$2.15K ﹤0.01%
45
3122
$2.13K ﹤0.01%
1,000
3123
$2.1K ﹤0.01%
94
-25
3124
$2.1K ﹤0.01%
+71
3125
$2.09K ﹤0.01%
76
123 124
125
126 127