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
401
$13.6M 0.01%
152,448
+6,081
402
$13.6M 0.01%
46,379
+2,700
403
$13.5M 0.01%
36,992
+10,059
404
$13.5M 0.01%
174,718
+15,799
405
$13.5M 0.01%
229,894
+7,929
406
$13.4M 0.01%
47,552
+7,281
407
$13M 0.01%
368,499
+34,844
408
$13M 0.01%
120,574
-5,068
409
$12.9M 0.01%
19
+2
410
$12.8M 0.01%
67,749
+4,025
411
$12.8M 0.01%
150,206
+1,317
412
$12.6M 0.01%
54,372
+6,852
413
$12.6M 0.01%
193,343
+935
414
$12.6M 0.01%
165,151
+6,383
415
$12.6M 0.01%
327,391
+85,941
416
$12.4M 0.01%
50,094
+11,618
417
$12.3M 0.01%
357,036
+108,512
418
$12.2M 0.01%
140,325
+34,774
419
$12.2M 0.01%
92,145
-874
420
$12.2M 0.01%
160,666
-18,104
421
$12.1M 0.01%
214,852
+11,881
422
$12M 0.01%
312,795
-2,042
423
$12M 0.01%
153,974
+133
424
$12M 0.01%
149,605
+2,277
425
$11.9M 0.01%
179,580
+86,967
15 16
17
18 19