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
3151
$1.83K ﹤0.01%
88
-780
3152
$1.82K ﹤0.01%
+14
3153
$1.79K ﹤0.01%
+408
3154
$1.78K ﹤0.01%
87
3155
$1.76K ﹤0.01%
70
3156
$1.76K ﹤0.01%
+94
3157
$1.75K ﹤0.01%
66
-24
3158
$1.75K ﹤0.01%
+54
3159
$1.75K ﹤0.01%
140
3160
$1.75K ﹤0.01%
80
+77
3161
$1.74K ﹤0.01%
24
3162
$1.74K ﹤0.01%
468
-5,074
3163
$1.73K ﹤0.01%
633
3164
$1.73K ﹤0.01%
87
3165
$1.73K ﹤0.01%
+43
3166
$1.71K ﹤0.01%
+957
3167
$1.71K ﹤0.01%
39
+27
3168
$1.69K ﹤0.01%
+148
3169
$1.67K ﹤0.01%
84
+80
3170
$1.66K ﹤0.01%
1,000
+882
3171
$1.65K ﹤0.01%
817
3172
$1.64K ﹤0.01%
67
+66
3173
$1.63K ﹤0.01%
+13
3174
$1.62K ﹤0.01%
105
-8,626
3175
$1.62K ﹤0.01%
+48
125 126
127
128 129