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
3251
$1.05K ﹤0.01%
9
-1
3252
$1.03K ﹤0.01%
21
3253
$1.02K ﹤0.01%
15
3254
$1.02K ﹤0.01%
20
-206
3255
$1.01K ﹤0.01%
36
3256
$1K ﹤0.01%
50
-75
3257
$1K ﹤0.01%
+100
3258
$986 ﹤0.01%
+57
3259
$965 ﹤0.01%
50
-62
3260
$949 ﹤0.01%
381
-381
3261
$942 ﹤0.01%
51
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3262
$942 ﹤0.01%
+16
3263
$923 ﹤0.01%
+6
3264
$922 ﹤0.01%
25
3265
$920 ﹤0.01%
29
-57
3266
$919 ﹤0.01%
132
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3267
$907 ﹤0.01%
202
3268
$901 ﹤0.01%
83
3269
$888 ﹤0.01%
38
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3270
$873 ﹤0.01%
78
3271
$863 ﹤0.01%
+23
3272
$858 ﹤0.01%
30
-14
3273
$850 ﹤0.01%
+20
3274
$830 ﹤0.01%
32
-8
3275
$822 ﹤0.01%
16
-3,811
129 130
131
132 133