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
351
$17.7M 0.01%
741,009
-7,802
352
$17.5M 0.01%
756,812
+132,186
353
$17.5M 0.01%
760,253
+144,270
354
$17.4M 0.01%
353,633
+20,276
355
$17.3M 0.01%
16,315
-34
356
$17.2M 0.01%
242,683
+1,679
357
$17.2M 0.01%
175,942
-48,192
358
$17.1M 0.01%
160,625
-9,975
359
$17M 0.01%
50,974
-706
360
$16.9M 0.01%
403,682
+26,248
361
$16.8M 0.01%
95,065
+7,540
362
$16.7M 0.01%
731,659
-843,265
363
$16.3M 0.01%
321,536
+47,614
364
$16.1M 0.01%
37,994
+2,621
365
$16.1M 0.01%
489,366
+91,780
366
$16M 0.01%
718,842
+508,249
367
$15.9M 0.01%
126,458
+2,443
368
$15.9M 0.01%
715,438
+146,522
369
$15.8M 0.01%
195,482
+10,890
370
$15.8M 0.01%
482,324
+158,042
371
$15.8M 0.01%
251,774
+6,179
372
$15.6M 0.01%
319,733
+3,630
373
$15.6M 0.01%
75,116
+2,509
374
$15.6M 0.01%
189,118
+209
375
$15.5M 0.01%
146,609
+21,896
13 14
15
16 17