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
3576
– –
-500
3577
– –
-10
3578
– –
-230
3579
– –
-6
3580
– –
-728
3581
– –
-1,663
3582
– –
-22
3583
– –
-9
3584
– –
-282
3585
– –
-6
3586
– –
-174
3587
– –
-94
3588
– –
-100
3589
– –
-1,469
3590
– –
-10
3591
– –
-69
3592
– –
-14
3593
– –
-5,399
3594
– –
-1
3595
– –
-33
3596
– –
-1,086
3597
– –
-50
3598
– –
-7,000
3599
– –
-119
3600
– –
-184
142 143
144
145 146