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
951
$1.41M ﹤0.01%
3,812
-2
952
$1.4M ﹤0.01%
18,124
-2,081
953
$1.4M ﹤0.01%
13,934
+10,817
954
$1.39M ﹤0.01%
47,730
-5,277
955
$1.39M ﹤0.01%
7,693
-119
956
$1.38M ﹤0.01%
26,422
+3,483
957
$1.38M ﹤0.01%
53,847
958
$1.36M ﹤0.01%
26,983
-1,722
959
$1.36M ﹤0.01%
23,048
-95
960
$1.36M ﹤0.01%
16,034
+14,838
961
$1.35M ﹤0.01%
14,828
+845
962
$1.35M ﹤0.01%
10,852
-829
963
$1.35M ﹤0.01%
11,417
+251
964
$1.35M ﹤0.01%
47,555
-1,185
965
$1.34M ﹤0.01%
110,123
+44,779
966
$1.33M ﹤0.01%
27,696
+7,571
967
$1.33M ﹤0.01%
5,933
+767
968
$1.33M ﹤0.01%
7,378
+788
969
$1.33M ﹤0.01%
17,289
-59
970
$1.32M ﹤0.01%
2,559
+756
971
$1.32M ﹤0.01%
13,950
+2,658
972
$1.32M ﹤0.01%
20,253
+1,757
973
$1.31M ﹤0.01%
49,088
-21,835
974
$1.31M ﹤0.01%
16,844
-4,027
975
$1.31M ﹤0.01%
35,201
-2,022
37 38
39
40 41