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
451
$11.1M 0.01%
67,679
-1,982
452
$11M 0.01%
164,473
+32,249
453
$11M 0.01%
228,351
-1,745
454
$10.9M 0.01%
414,977
+396,909
455
$10.8M 0.01%
399,310
+5,619
456
$10.7M 0.01%
118,725
+17,633
457
$10.6M 0.01%
23,663
+4,069
458
$10.6M 0.01%
44,071
+3,092
459
$10.5M 0.01%
242,209
+5,737
460
$10.2M 0.01%
24,420
-175
461
$10.2M 0.01%
89,720
+18,772
462
$10.1M 0.01%
344,717
+56,307
463
$10M 0.01%
153,717
-264
464
$10M 0.01%
320,542
+266,396
465
$9.99M 0.01%
82,202
-673
466
$9.96M 0.01%
333,395
+221,524
467
$9.94M 0.01%
166,256
+14,947
468
$9.87M 0.01%
28,311
+269
469
$9.81M 0.01%
234,345
+6,024
470
$9.68M 0.01%
20,935
+1,788
471
$9.66M 0.01%
130,560
+11,746
472
$9.61M 0.01%
36,476
-623
473
$9.6M 0.01%
69,599
+44,902
474
$9.52M 0.01%
212,111
-17,127
475
$9.51M 0.01%
231,107
+53,472
17 18
19
20 21