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
3376
$307 ﹤0.01%
+25
3377
$302 ﹤0.01%
25
3378
$299 ﹤0.01%
5
-309
3379
$294 ﹤0.01%
8
-13
3380
$282 ﹤0.01%
27
-7
3381
$267 ﹤0.01%
5
3382
$262 ﹤0.01%
45
3383
$262 ﹤0.01%
19
3384
$260 ﹤0.01%
10
3385
$260 ﹤0.01%
104
-1
3386
$254 ﹤0.01%
+3
3387
$252 ﹤0.01%
20
3388
$249 ﹤0.01%
+5
3389
$243 ﹤0.01%
43
3390
$243 ﹤0.01%
+11
3391
$240 ﹤0.01%
+6
3392
$236 ﹤0.01%
5
-26
3393
$235 ﹤0.01%
+40
3394
$233 ﹤0.01%
167
-430
3395
$232 ﹤0.01%
40
3396
$225 ﹤0.01%
6
-6
3397
$224 ﹤0.01%
6
3398
$222 ﹤0.01%
100
3399
$217 ﹤0.01%
+10
3400
$217 ﹤0.01%
100
134 135
136
137 138