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
3351
$422 ﹤0.01%
9
3352
$422 ﹤0.01%
60
3353
$421 ﹤0.01%
255
3354
$418 ﹤0.01%
+43
3355
$409 ﹤0.01%
42
3356
$407 ﹤0.01%
14
-26
3357
$394 ﹤0.01%
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3358
$383 ﹤0.01%
+3
3359
$375 ﹤0.01%
24
-103
3360
$372 ﹤0.01%
9
-7
3361
$371 ﹤0.01%
10
3362
$369 ﹤0.01%
500
3363
$353 ﹤0.01%
193
+191
3364
$349 ﹤0.01%
5
3365
$347 ﹤0.01%
141
3366
$343 ﹤0.01%
111
3367
$343 ﹤0.01%
2
3368
$341 ﹤0.01%
197
+182
3369
$335 ﹤0.01%
3
-6
3370
$330 ﹤0.01%
100
3371
$328 ﹤0.01%
15
-105
3372
$326 ﹤0.01%
200
-44
3373
$321 ﹤0.01%
69
-21
3374
$320 ﹤0.01%
3
-74
3375
$308 ﹤0.01%
30
-20
133 134
135
136 137