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
551
$6.47M 0.01%
25,518
-2,441
552
$6.46M 0.01%
21,588
-3,639
553
$6.45M 0.01%
30,342
+132
554
$6.42M 0.01%
50,875
+294
555
$6.41M 0.01%
65,889
-5,053
556
$6.38M 0.01%
100,143
+2,113
557
$6.34M 0.01%
48,411
-2,064
558
$6.33M 0.01%
264,195
+30,648
559
$6.32M 0.01%
21,791
-2,030
560
$6.29M 0.01%
82,500
+1,575
561
$6.26M 0.01%
323,554
+146,503
562
$6.23M 0.01%
44,457
+389
563
$6.23M 0.01%
104,329
+1,376
564
$6.22M 0.01%
233,587
+18,907
565
$6.21M 0.01%
237,293
+123,706
566
$6.15M 0.01%
41,569
+1,275
567
$6.15M 0.01%
78,171
-6,097
568
$6.14M 0.01%
25,478
+1,147
569
$6.11M 0.01%
56,102
+2,474
570
$6.1M 0.01%
22,099
+1,928
571
$6.01M 0.01%
118,966
-1,876
572
$5.89M 0.01%
10,341
+1,982
573
$5.8M ﹤0.01%
199,788
+10,281
574
$5.8M ﹤0.01%
84,574
+5,030
575
$5.79M ﹤0.01%
99,865
-282,775
21 22
23
24 25