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
851
$2.13M ﹤0.01%
20,921
+583
852
$2.13M ﹤0.01%
42,469
+31,137
853
$2.13M ﹤0.01%
28,163
+2,644
854
$2.12M ﹤0.01%
36,896
-4,606
855
$2.11M ﹤0.01%
22,639
+787
856
$2.1M ﹤0.01%
83,916
+5,757
857
$2.09M ﹤0.01%
24,392
+4,975
858
$2.07M ﹤0.01%
26,661
-19,070
859
$2.07M ﹤0.01%
15,042
-607
860
$2.06M ﹤0.01%
39,462
+3,453
861
$2.05M ﹤0.01%
89,106
-78,311
862
$2.04M ﹤0.01%
30,219
-1,081
863
$2.03M ﹤0.01%
94,879
+34,515
864
$2.02M ﹤0.01%
86,903
-621,129
865
$1.99M ﹤0.01%
21,597
+4,759
866
$1.99M ﹤0.01%
10,631
+513
867
$1.99M ﹤0.01%
10,240
-84
868
$1.97M ﹤0.01%
12,127
+501
869
$1.97M ﹤0.01%
29,936
+2,571
870
$1.97M ﹤0.01%
6,001
-8
871
$1.96M ﹤0.01%
33,261
-1,024
872
$1.96M ﹤0.01%
39,368
+2,517
873
$1.95M ﹤0.01%
25,681
-551
874
$1.94M ﹤0.01%
37,972
+3,696
875
$1.94M ﹤0.01%
4,089
-814
33 34
35
36 37