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
3276
$821 ﹤0.01%
38
+21
3277
$818 ﹤0.01%
+16
3278
$813 ﹤0.01%
11
-48
3279
$809 ﹤0.01%
+18
3280
$807 ﹤0.01%
22
-89
3281
$799 ﹤0.01%
6
3282
$789 ﹤0.01%
35
3283
$767 ﹤0.01%
36
-640
3284
$761 ﹤0.01%
+22
3285
$756 ﹤0.01%
28
-31
3286
$752 ﹤0.01%
8
3287
$748 ﹤0.01%
+15
3288
$742 ﹤0.01%
18
-70
3289
$741 ﹤0.01%
+100
3290
$735 ﹤0.01%
50
-2,650
3291
$730 ﹤0.01%
+33
3292
$727 ﹤0.01%
50
3293
$725 ﹤0.01%
21
+1
3294
$721 ﹤0.01%
100
3295
$720 ﹤0.01%
+400
3296
$712 ﹤0.01%
+141
3297
$703 ﹤0.01%
13
-987
3298
$701 ﹤0.01%
+28
3299
$698 ﹤0.01%
28
3300
$694 ﹤0.01%
+203
130 131
132
133 134