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
651
$4.45M ﹤0.01%
46,751
-472
652
$4.43M ﹤0.01%
35,942
+5,833
653
$4.42M ﹤0.01%
209,642
+18,999
654
$4.38M ﹤0.01%
171,416
+89,088
655
$4.33M ﹤0.01%
125,181
+95,611
656
$4.33M ﹤0.01%
37,404
+1,397
657
$4.32M ﹤0.01%
86,252
+1,602
658
$4.3M ﹤0.01%
865
+20
659
$4.28M ﹤0.01%
218,594
+38,337
660
$4.27M ﹤0.01%
42,444
-1,183
661
$4.26M ﹤0.01%
112,804
+2,406
662
$4.24M ﹤0.01%
145,147
+2,419
663
$4.24M ﹤0.01%
47,315
-1,162
664
$4.21M ﹤0.01%
102,769
+30,977
665
$4.19M ﹤0.01%
30,274
+1,043
666
$4.18M ﹤0.01%
23,567
+2,945
667
$4.18M ﹤0.01%
49,303
+1,194
668
$4.14M ﹤0.01%
68,370
-2,936
669
$4.13M ﹤0.01%
34,882
+892
670
$4.13M ﹤0.01%
164,039
+25,478
671
$4.09M ﹤0.01%
81,984
-23,543
672
$4.03M ﹤0.01%
82,712
-70,056
673
$4.03M ﹤0.01%
79,793
+10,836
674
$4.02M ﹤0.01%
35,248
-6,058
675
$3.97M ﹤0.01%
68,065
-9,365
25 26
27
28 29