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
301
$26.4M 0.02%
112,230
+7,516
302
$26.4M 0.02%
527,857
+52,259
303
$26M 0.02%
236,631
+4,258
304
$25.1M 0.02%
227,417
-23,409
305
$24.3M 0.02%
320,785
-348,579
306
$24.2M 0.02%
49,838
+1,196
307
$23.9M 0.02%
404,328
-11,091
308
$23.9M 0.02%
516,514
+63,549
309
$23.7M 0.02%
733,123
+160,326
310
$23.7M 0.02%
544,423
+60,912
311
$23.6M 0.02%
205,027
+20,390
312
$23.4M 0.02%
289,402
-1,559
313
$23.1M 0.02%
977,386
+176,263
314
$22.9M 0.02%
613,201
+285,828
315
$22.6M 0.02%
1,569,486
+409,927
316
$21.7M 0.02%
438,869
+15,780
317
$21.6M 0.02%
440,766
+22,682
318
$21.5M 0.02%
463,859
+120,851
319
$21.2M 0.02%
63,915
-372
320
$21.2M 0.02%
122,941
-1,570
321
$21M 0.02%
136,964
+21,684
322
$21M 0.02%
871,494
+29,911
323
$20.9M 0.02%
224,626
+4,291
324
$20.7M 0.02%
29,904
-16,800
325
$20.7M 0.02%
729,193
+93,419
11 12
13
14 15