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
3426
$127 ﹤0.01%
21
3427
$127 ﹤0.01%
7
-1
3428
$124 ﹤0.01%
7
+1
3429
$119 ﹤0.01%
18
-2
3430
$118 ﹤0.01%
15
-334
3431
$111 ﹤0.01%
62
+19
3432
$106 ﹤0.01%
8
-792
3433
$101 ﹤0.01%
+48
3434
$101 ﹤0.01%
10
-100
3435
$99 ﹤0.01%
25
3436
$95 ﹤0.01%
+2
3437
$94 ﹤0.01%
7
-21
3438
$92 ﹤0.01%
+3
3439
$91 ﹤0.01%
17
-8
3440
$89 ﹤0.01%
20
3441
$89 ﹤0.01%
150
3442
$89 ﹤0.01%
8
3443
$87 ﹤0.01%
+14
3444
$87 ﹤0.01%
1
3445
$84 ﹤0.01%
+2
3446
$82 ﹤0.01%
1
-31
3447
$80 ﹤0.01%
2
3448
$75 ﹤0.01%
+2
3449
$74 ﹤0.01%
+7
3450
$74 ﹤0.01%
+8
136 137
138
139 140