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
626
$4.92M ﹤0.01%
245,366
-21,157
627
$4.88M ﹤0.01%
92,771
+4,824
628
$4.88M ﹤0.01%
72,759
+12,820
629
$4.86M ﹤0.01%
34,840
-1,516
630
$4.83M ﹤0.01%
90,946
-12,539
631
$4.78M ﹤0.01%
36,525
+5,033
632
$4.78M ﹤0.01%
16,722
+1
633
$4.75M ﹤0.01%
8,914
-37
634
$4.72M ﹤0.01%
61,701
-442
635
$4.67M ﹤0.01%
255,149
+27,514
636
$4.67M ﹤0.01%
146,108
+6,705
637
$4.65M ﹤0.01%
61,414
+24,165
638
$4.65M ﹤0.01%
93,766
+14,705
639
$4.64M ﹤0.01%
81,850
+1,431
640
$4.64M ﹤0.01%
82,257
+58,632
641
$4.63M ﹤0.01%
47,644
+27,543
642
$4.61M ﹤0.01%
24,695
+2,659
643
$4.59M ﹤0.01%
71,989
-7,616
644
$4.55M ﹤0.01%
79,296
+11,767
645
$4.54M ﹤0.01%
69,729
+13,043
646
$4.52M ﹤0.01%
9,420
+1,346
647
$4.52M ﹤0.01%
193,567
+164,069
648
$4.52M ﹤0.01%
58,505
-4,000
649
$4.5M ﹤0.01%
32,153
-5,708
650
$4.49M ﹤0.01%
55,950
+1,824
24 25
26
27 28