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
3401
$217 ﹤0.01%
25
3402
$215 ﹤0.01%
129
3403
$213 ﹤0.01%
13
-251
3404
$211 ﹤0.01%
2
3405
$207 ﹤0.01%
+7
3406
$207 ﹤0.01%
+7
3407
$206 ﹤0.01%
+9
3408
$193 ﹤0.01%
+11
3409
$192 ﹤0.01%
7
-83
3410
$171 ﹤0.01%
+25
3411
$171 ﹤0.01%
58
-218
3412
$170 ﹤0.01%
+109
3413
$167 ﹤0.01%
+24
3414
$159 ﹤0.01%
+11
3415
$151 ﹤0.01%
+26
3416
$149 ﹤0.01%
+71
3417
$149 ﹤0.01%
125
+73
3418
$145 ﹤0.01%
+3
3419
$138 ﹤0.01%
2
-77
3420
$137 ﹤0.01%
6
3421
$137 ﹤0.01%
3
+1
3422
$135 ﹤0.01%
107
3423
$132 ﹤0.01%
19
3424
$129 ﹤0.01%
+25
3425
$129 ﹤0.01%
50
-950
135 136
137
138 139