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
476
$9.5M 0.01%
168,595
+14,819
477
$9.45M 0.01%
134,219
+2,243
478
$9.4M 0.01%
357,114
+44,812
479
$9.4M 0.01%
72,827
+3,547
480
$9.39M 0.01%
266,335
+85,590
481
$9.29M 0.01%
74,341
+6,783
482
$9.22M 0.01%
192,740
+7,514
483
$9.2M 0.01%
13,060
+844
484
$9.11M 0.01%
178,829
-33,889
485
$9.11M 0.01%
83,419
+234
486
$9.02M 0.01%
101,304
+14,495
487
$9.01M 0.01%
107,107
+11,889
488
$8.97M 0.01%
154,303
-3,590
489
$8.9M 0.01%
210,196
+51,340
490
$8.87M 0.01%
103,947
+3,358
491
$8.77M 0.01%
20,943
+1,010
492
$8.68M 0.01%
66,816
+341
493
$8.66M 0.01%
292,223
+112,822
494
$8.65M 0.01%
47,147
+301
495
$8.6M 0.01%
83,128
+2,181
496
$8.59M 0.01%
23,252
-5,489
497
$8.51M 0.01%
480,997
+44,470
498
$8.5M 0.01%
91,833
+8,414
499
$8.43M 0.01%
170,692
-60,545
500
$8.36M 0.01%
89,325
+6,971
18 19
20
21 22