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
51
$275M 0.23%
468,907
+33,878
52
$270M 0.23%
4,867,781
+396,834
53
$260M 0.22%
897,704
+27,069
54
$256M 0.22%
2,177,599
+116,457
55
$252M 0.21%
556,268
+14,783
56
$249M 0.21%
619,890
+3,869
57
$246M 0.21%
1,028,164
+34,510
58
$216M 0.18%
4,744,015
+141,654
59
$216M 0.18%
7,742,948
+334,044
60
$213M 0.18%
4,303,852
+160,250
61
$210M 0.18%
4,106,000
+829,937
62
$210M 0.18%
7,584,801
+469,572
63
$198M 0.17%
2,014,166
+160,923
64
$179M 0.15%
4,073,651
-563,616
65
$174M 0.15%
1,963,662
-93,659
66
$174M 0.15%
2,296,547
+99,759
67
$170M 0.14%
3,367,428
+921,133
68
$168M 0.14%
884,665
+6,662
69
$168M 0.14%
531,616
+8,388
70
$168M 0.14%
1,654,280
+8,893
71
$166M 0.14%
6,727,695
+698,964
72
$164M 0.14%
1,485,513
+1,315,065
73
$163M 0.14%
2,832,139
+324,307
74
$162M 0.14%
177,019
+4,723
75
$161M 0.14%
7,649,861
+102,901
1 2
3
4 5