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
976
$1.31M ﹤0.01%
147,422
+6,347
977
$1.31M ﹤0.01%
41,193
+148
978
$1.3M ﹤0.01%
7,003
+115
979
$1.3M ﹤0.01%
7,681
-680
980
$1.3M ﹤0.01%
16,626
-2,015
981
$1.3M ﹤0.01%
7,284
+433
982
$1.3M ﹤0.01%
20,962
+311
983
$1.3M ﹤0.01%
10,658
+5,122
984
$1.29M ﹤0.01%
9,754
-1,483
985
$1.29M ﹤0.01%
51,866
+20,591
986
$1.29M ﹤0.01%
1,223
+238
987
$1.28M ﹤0.01%
22,464
+1,182
988
$1.28M ﹤0.01%
11,884
-1,104
989
$1.27M ﹤0.01%
34,941
-3,419
990
$1.27M ﹤0.01%
55,434
+8,903
991
$1.27M ﹤0.01%
72,746
+1,802
992
$1.27M ﹤0.01%
7,160
+30
993
$1.26M ﹤0.01%
137,385
994
$1.26M ﹤0.01%
45,189
-58,647
995
$1.26M ﹤0.01%
26,529
-490
996
$1.25M ﹤0.01%
27,294
+13,611
997
$1.25M ﹤0.01%
+30,845
998
$1.25M ﹤0.01%
3,680
-1,060
999
$1.25M ﹤0.01%
24,829
+3,911
1000
$1.25M ﹤0.01%
12,832
+1,419
38 39
40
41 42