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
3326
$579 ﹤0.01%
+1,000
3327
$570 ﹤0.01%
67
3328
$568 ﹤0.01%
35
-11,269
3329
$564 ﹤0.01%
350
+142
3330
$554 ﹤0.01%
+14
3331
$548 ﹤0.01%
210
-262
3332
$535 ﹤0.01%
36
-94
3333
$517 ﹤0.01%
+11
3334
$513 ﹤0.01%
8
-5
3335
$506 ﹤0.01%
+100
3336
$502 ﹤0.01%
+200
3337
$497 ﹤0.01%
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+63
3338
$489 ﹤0.01%
7
-7
3339
$487 ﹤0.01%
62
-61
3340
$477 ﹤0.01%
26
+6
3341
$475 ﹤0.01%
17
3342
$469 ﹤0.01%
11
-14
3343
$468 ﹤0.01%
108
+60
3344
$465 ﹤0.01%
117
-243
3345
$459 ﹤0.01%
+425
3346
$457 ﹤0.01%
+15
3347
$449 ﹤0.01%
5
+1
3348
$447 ﹤0.01%
80
3349
$444 ﹤0.01%
5
3350
$424 ﹤0.01%
+40
132 133
134
135 136