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
3201
$1.41K ﹤0.01%
340
3202
$1.4K ﹤0.01%
+2,411
3203
$1.38K ﹤0.01%
84
3204
$1.37K ﹤0.01%
16
-66
3205
$1.35K ﹤0.01%
375
3206
$1.35K ﹤0.01%
+17
3207
$1.33K ﹤0.01%
82
3208
$1.31K ﹤0.01%
100
+95
3209
$1.31K ﹤0.01%
100
3210
$1.3K ﹤0.01%
56
-24
3211
$1.28K ﹤0.01%
20
-81
3212
$1.27K ﹤0.01%
25
+5
3213
$1.26K ﹤0.01%
+35
3214
$1.26K ﹤0.01%
+334
3215
$1.26K ﹤0.01%
+49
3216
$1.25K ﹤0.01%
+39
3217
$1.24K ﹤0.01%
500
3218
$1.23K ﹤0.01%
+4
3219
$1.23K ﹤0.01%
+70
3220
$1.22K ﹤0.01%
30
3221
$1.22K ﹤0.01%
31
-240
3222
$1.2K ﹤0.01%
65
3223
$1.2K ﹤0.01%
270
3224
$1.19K ﹤0.01%
11
-64
3225
$1.19K ﹤0.01%
31
+30
127 128
129
130 131