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
76
$152M 0.13%
4,591,191
+310,471
77
$152M 0.13%
2,204,467
+110,191
78
$149M 0.13%
3,230,428
+654,325
79
$147M 0.12%
910,941
+9,875
80
$146M 0.12%
277,861
+10,092
81
$145M 0.12%
569,493
+13,207
82
$144M 0.12%
186,907
-3,741
83
$136M 0.11%
1,406,084
+149,541
84
$132M 0.11%
571,102
-2,914
85
$131M 0.11%
1,351,928
+11,899
86
$126M 0.11%
3,739,443
-62,675
87
$125M 0.11%
1,250,807
-211,024
88
$125M 0.11%
2,079,071
+133,570
89
$125M 0.11%
2,042,028
+253,146
90
$123M 0.1%
2,085,798
+91,520
91
$123M 0.1%
972,902
+80,024
92
$122M 0.1%
2,071,910
+193,793
93
$122M 0.1%
2,399,325
+482,904
94
$120M 0.1%
238,160
-3,207
95
$120M 0.1%
3,127,918
+21,879
96
$119M 0.1%
280,278
-3,502
97
$119M 0.1%
3,494,008
+1,255,697
98
$119M 0.1%
2,512,890
+131,912
99
$118M 0.1%
1,766,405
+153,166
100
$116M 0.1%
298,649
+1,320
2 3
4
5 6