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
701
$3.67M ﹤0.01%
114,236
+14,791
702
$3.64M ﹤0.01%
23,536
+3,390
703
$3.63M ﹤0.01%
366,912
+29,128
704
$3.62M ﹤0.01%
71,713
+795
705
$3.61M ﹤0.01%
37,598
+209
706
$3.61M ﹤0.01%
167,374
+49,554
707
$3.58M ﹤0.01%
13,909
+2,610
708
$3.54M ﹤0.01%
176,104
+175,048
709
$3.54M ﹤0.01%
171,657
+170,433
710
$3.53M ﹤0.01%
174,831
+173,785
711
$3.52M ﹤0.01%
69,140
-21,727
712
$3.51M ﹤0.01%
100,336
-42,310
713
$3.48M ﹤0.01%
46,842
-2,734
714
$3.41M ﹤0.01%
92,300
+91,733
715
$3.41M ﹤0.01%
59,722
+59,630
716
$3.41M ﹤0.01%
71,398
+54,078
717
$3.36M ﹤0.01%
49,467
+15,988
718
$3.36M ﹤0.01%
32,911
+1,574
719
$3.35M ﹤0.01%
42,419
+2,796
720
$3.33M ﹤0.01%
29,432
+4,528
721
$3.32M ﹤0.01%
22,944
+4,475
722
$3.31M ﹤0.01%
13,632
-1,827
723
$3.31M ﹤0.01%
143,366
-347,130
724
$3.3M ﹤0.01%
33,051
+8,451
725
$3.29M ﹤0.01%
78,445
+13,138
27 28
29
30 31