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
3126
$2.08K ﹤0.01%
+42
3127
$2.08K ﹤0.01%
300
3128
$2.06K ﹤0.01%
+458
3129
$2.05K ﹤0.01%
+167
3130
$2.04K ﹤0.01%
200
3131
$2.01K ﹤0.01%
+101
3132
$2K ﹤0.01%
208
3133
$1.98K ﹤0.01%
50
3134
$1.96K ﹤0.01%
382
-18
3135
$1.95K ﹤0.01%
+77
3136
$1.95K ﹤0.01%
+200
3137
$1.94K ﹤0.01%
+43
3138
$1.93K ﹤0.01%
50
3139
$1.92K ﹤0.01%
+150
3140
$1.92K ﹤0.01%
+43
3141
$1.91K ﹤0.01%
225
3142
$1.9K ﹤0.01%
62
+1
3143
$1.9K ﹤0.01%
11
-19
3144
$1.89K ﹤0.01%
500
+446
3145
$1.88K ﹤0.01%
44
3146
$1.87K ﹤0.01%
264
+3
3147
$1.85K ﹤0.01%
25
3148
$1.84K ﹤0.01%
+100
3149
$1.83K ﹤0.01%
+10
3150
$1.83K ﹤0.01%
+13
124 125
126
127 128