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
776
$2.71M ﹤0.01%
23,521
-4,710
777
$2.69M ﹤0.01%
49,734
+11,761
778
$2.69M ﹤0.01%
109,585
-663
779
$2.68M ﹤0.01%
29,576
+3,958
780
$2.67M ﹤0.01%
28,865
+2,263
781
$2.67M ﹤0.01%
22,179
-8,005
782
$2.65M ﹤0.01%
78,446
+15,717
783
$2.65M ﹤0.01%
46,477
+6,108
784
$2.65M ﹤0.01%
22,515
+3,286
785
$2.64M ﹤0.01%
6,264
+125
786
$2.61M ﹤0.01%
111,097
+2,534
787
$2.6M ﹤0.01%
44,189
+3,161
788
$2.59M ﹤0.01%
89,205
+20,174
789
$2.56M ﹤0.01%
64,745
-6,827
790
$2.55M ﹤0.01%
105,322
+16,177
791
$2.54M ﹤0.01%
37,532
-2,113
792
$2.53M ﹤0.01%
31,110
+1,184
793
$2.53M ﹤0.01%
51,144
-137,932
794
$2.53M ﹤0.01%
67,106
+3,464
795
$2.51M ﹤0.01%
50,780
+863
796
$2.49M ﹤0.01%
23,479
-1,773
797
$2.49M ﹤0.01%
17,397
+4,222
798
$2.47M ﹤0.01%
2,625
+119
799
$2.47M ﹤0.01%
24,187
+5,612
800
$2.45M ﹤0.01%
48,750
+7,110
30 31
32
33 34