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
576
$5.76M ﹤0.01%
+179,626
577
$5.75M ﹤0.01%
278,669
-149,799
578
$5.73M ﹤0.01%
113,815
-78,441
579
$5.72M ﹤0.01%
331,698
-21,588
580
$5.67M ﹤0.01%
75,860
+5,846
581
$5.66M ﹤0.01%
99,824
+21,760
582
$5.66M ﹤0.01%
66,698
-63,545
583
$5.64M ﹤0.01%
86,147
-10,240
584
$5.63M ﹤0.01%
132,025
+76,240
585
$5.62M ﹤0.01%
101,989
+13,518
586
$5.62M ﹤0.01%
80,933
+820
587
$5.59M ﹤0.01%
88,214
+1,269
588
$5.58M ﹤0.01%
53,081
+53
589
$5.55M ﹤0.01%
139,774
+5,192
590
$5.55M ﹤0.01%
216,379
+4,545
591
$5.54M ﹤0.01%
11,422
-216
592
$5.51M ﹤0.01%
+170,970
593
$5.51M ﹤0.01%
91,251
+3,011
594
$5.48M ﹤0.01%
111,315
+4,569
595
$5.48M ﹤0.01%
47,764
+14,135
596
$5.48M ﹤0.01%
47,094
+4,958
597
$5.47M ﹤0.01%
219,602
+45,022
598
$5.46M ﹤0.01%
122,256
+3,509
599
$5.44M ﹤0.01%
96,680
-473
600
$5.4M ﹤0.01%
58,542
+2,134
22 23
24
25 26