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
3826
– –
-12
3827
– –
0
3828
– –
-100
3829
– –
-1
3830
– –
-1
3831
– –
-185
3832
– –
-40
3833
– –
-333
3834
– –
-3,000
3835
– –
-2
3836
– –
-7
3837
– –
-101
3838
– –
-41
3839
– –
-72
3840
– –
-33
3841
– –
-58
3842
– –
-7
3843
– –
-51
3844
– –
-25
3845
– –
-207
3846
– –
-100
3847
– –
-500
3848
– –
-72
3849
– –
-92
3850
– –
-92
152 153
154
155 156