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
501
$8.34M 0.01%
23,207
+1,472
502
$8.26M 0.01%
233,931
-6,115
503
$8.23M 0.01%
158,258
+107,644
504
$8.16M 0.01%
198,033
+176
505
$8.1M 0.01%
119,262
+2,827
506
$8.06M 0.01%
414,612
+17,380
507
$8.05M 0.01%
237,461
-54,193
508
$8.05M 0.01%
256,624
+5,969
509
$7.98M 0.01%
86,359
+6,399
510
$7.94M 0.01%
215,735
+35,843
511
$7.87M 0.01%
79,373
+13,212
512
$7.84M 0.01%
40,675
+2,094
513
$7.84M 0.01%
85,913
+5,602
514
$7.84M 0.01%
28,365
-647
515
$7.79M 0.01%
96,181
+3,734
516
$7.78M 0.01%
34,770
+4,272
517
$7.68M 0.01%
16,376
-680
518
$7.66M 0.01%
30,099
+3,843
519
$7.64M 0.01%
89,520
-35,542
520
$7.63M 0.01%
78,339
+41,540
521
$7.62M 0.01%
335,656
+96,686
522
$7.58M 0.01%
299,675
-1,453
523
$7.53M 0.01%
48,787
-18,420
524
$7.53M 0.01%
194,952
+11,924
525
$7.35M 0.01%
153,553
+1,465
19 20
21
22 23