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
751
$2.95M ﹤0.01%
38,449
+2,679
752
$2.95M ﹤0.01%
32,876
+4,628
753
$2.95M ﹤0.01%
12,702
+262
754
$2.95M ﹤0.01%
85,494
-7,807
755
$2.94M ﹤0.01%
18,924
-89
756
$2.94M ﹤0.01%
86,204
-187
757
$2.93M ﹤0.01%
190,239
-161,067
758
$2.93M ﹤0.01%
23,031
-971
759
$2.91M ﹤0.01%
35,800
+35,798
760
$2.91M ﹤0.01%
142,891
+5,577
761
$2.87M ﹤0.01%
9,092
+150
762
$2.86M ﹤0.01%
183,249
+34,007
763
$2.85M ﹤0.01%
65,152
-101,861
764
$2.84M ﹤0.01%
56,709
-4,700
765
$2.81M ﹤0.01%
13,693
+89
766
$2.8M ﹤0.01%
6,432
+1,328
767
$2.78M ﹤0.01%
101,971
+52,236
768
$2.76M ﹤0.01%
93,414
-7,746
769
$2.76M ﹤0.01%
10,976
-333
770
$2.75M ﹤0.01%
62,882
+7,749
771
$2.73M ﹤0.01%
3,836
-133
772
$2.73M ﹤0.01%
16,126
-2,733
773
$2.72M ﹤0.01%
7,501
+6,208
774
$2.71M ﹤0.01%
75,462
-8,392
775
$2.71M ﹤0.01%
11,393
+2,994
29 30
31
32 33