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
3301
$675 ﹤0.01%
+10
3302
$667 ﹤0.01%
454
+227
3303
$665 ﹤0.01%
+36
3304
$660 ﹤0.01%
+100
3305
$659 ﹤0.01%
5
3306
$654 ﹤0.01%
7
-8
3307
$652 ﹤0.01%
207
-243
3308
$651 ﹤0.01%
151
-90
3309
$648 ﹤0.01%
13
-87
3310
$647 ﹤0.01%
110
-133
3311
$645 ﹤0.01%
80
-500
3312
$641 ﹤0.01%
305
3313
$634 ﹤0.01%
+6
3314
$631 ﹤0.01%
34
-113
3315
$628 ﹤0.01%
29
3316
$622 ﹤0.01%
+25
3317
$621 ﹤0.01%
100
3318
$613 ﹤0.01%
+12
3319
$595 ﹤0.01%
8
3320
$594 ﹤0.01%
92
3321
$593 ﹤0.01%
+13
3322
$589 ﹤0.01%
9
+8
3323
$589 ﹤0.01%
+23
3324
$585 ﹤0.01%
53
3325
$581 ﹤0.01%
+7
131 132
133
134 135