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
3726
– –
-23
3727
– –
-54
3728
– –
-277
3729
– –
-25
3730
– –
-200
3731
– –
-631
3732
– –
-8
3733
– –
-3,540
3734
– –
-30
3735
– –
-386
3736
– –
-134
3737
– –
-100
3738
– –
-250
3739
– –
-1,700
3740
– –
-3,911
3741
– –
-261
3742
– –
-162
3743
– –
-12
3744
– –
-37
3745
– –
-500
3746
– –
-19,500
3747
– –
-714
3748
– –
-5
3749
– –
-1,793
3750
– –
-8
148 149
150
151 152