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
601
$5.4M ﹤0.01%
375,306
+6,329
602
$5.37M ﹤0.01%
16,327
+1,195
603
$5.36M ﹤0.01%
234,991
+42,209
604
$5.32M ﹤0.01%
97,709
+3,711
605
$5.3M ﹤0.01%
58,267
-9,821
606
$5.29M ﹤0.01%
75,990
-3,710
607
$5.29M ﹤0.01%
106,920
+8,538
608
$5.28M ﹤0.01%
55,892
-8,151
609
$5.28M ﹤0.01%
43,038
-3,485
610
$5.26M ﹤0.01%
49,744
-4,778
611
$5.24M ﹤0.01%
121,292
+5,095
612
$5.24M ﹤0.01%
52,174
-762
613
$5.16M ﹤0.01%
84,871
-966
614
$5.16M ﹤0.01%
121,600
+2,549
615
$5.16M ﹤0.01%
69,247
+4,093
616
$5.12M ﹤0.01%
203,528
+56,027
617
$5.09M ﹤0.01%
40,414
+750
618
$5.08M ﹤0.01%
38,440
+680
619
$5.06M ﹤0.01%
94,813
-8,696
620
$5.05M ﹤0.01%
12,547
+150
621
$5.02M ﹤0.01%
48,215
+4,240
622
$5.01M ﹤0.01%
192,421
+14,453
623
$4.94M ﹤0.01%
27,063
-3,277
624
$4.93M ﹤0.01%
26,779
+867
625
$4.93M ﹤0.01%
51,612
+2,626
23 24
25
26 27