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
3226
$1.18K ﹤0.01%
+34
3227
$1.17K ﹤0.01%
+49
3228
$1.17K ﹤0.01%
+32
3229
$1.16K ﹤0.01%
19
-579
3230
$1.15K ﹤0.01%
67
-2
3231
$1.14K ﹤0.01%
28
-11
3232
$1.13K ﹤0.01%
+44
3233
$1.13K ﹤0.01%
17
+1
3234
$1.13K ﹤0.01%
24
3235
$1.11K ﹤0.01%
116
-36
3236
$1.11K ﹤0.01%
25
+20
3237
$1.11K ﹤0.01%
+64
3238
$1.1K ﹤0.01%
42
-62
3239
$1.09K ﹤0.01%
51
-272
3240
$1.09K ﹤0.01%
+26
3241
$1.08K ﹤0.01%
43
3242
$1.08K ﹤0.01%
70
3243
$1.08K ﹤0.01%
14
-29
3244
$1.07K ﹤0.01%
38
+18
3245
$1.07K ﹤0.01%
+45
3246
$1.07K ﹤0.01%
64
-18
3247
$1.06K ﹤0.01%
+100
3248
$1.06K ﹤0.01%
76
+12
3249
$1.06K ﹤0.01%
571
3250
$1.05K ﹤0.01%
315
128 129
130
131 132