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
876
$1.93M ﹤0.01%
33,682
-2,040
877
$1.9M ﹤0.01%
97,767
+47,414
878
$1.9M ﹤0.01%
67,635
+62,652
879
$1.9M ﹤0.01%
55,237
+1,520
880
$1.89M ﹤0.01%
6,391
-70
881
$1.87M ﹤0.01%
30,602
-466
882
$1.83M ﹤0.01%
22,551
+4,538
883
$1.81M ﹤0.01%
64,252
-1,402
884
$1.81M ﹤0.01%
24,325
-1,962
885
$1.8M ﹤0.01%
55,235
+5,236
886
$1.79M ﹤0.01%
20,854
+56
887
$1.79M ﹤0.01%
10,538
+486
888
$1.79M ﹤0.01%
8,498
+465
889
$1.77M ﹤0.01%
33,371
+8,314
890
$1.77M ﹤0.01%
25,009
+1,085
891
$1.77M ﹤0.01%
76,101
+75,900
892
$1.76M ﹤0.01%
16,205
+5,265
893
$1.76M ﹤0.01%
75,344
-13,127
894
$1.75M ﹤0.01%
42,085
+6,507
895
$1.75M ﹤0.01%
20,336
-2,765
896
$1.74M ﹤0.01%
62,732
-2,270
897
$1.73M ﹤0.01%
35,963
-13,657
898
$1.73M ﹤0.01%
26,501
-1,368
899
$1.72M ﹤0.01%
19,385
-5,277
900
$1.72M ﹤0.01%
4,094
+866
34 35
36
37 38