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
1001
$1.24M ﹤0.01%
41,040
+11,204
1002
$1.24M ﹤0.01%
8,697
+662
1003
$1.24M ﹤0.01%
31,578
+158
1004
$1.24M ﹤0.01%
6,611
+14
1005
$1.24M ﹤0.01%
17,921
1006
$1.23M ﹤0.01%
8,161
-5,142
1007
$1.22M ﹤0.01%
10,495
-1,965
1008
$1.22M ﹤0.01%
5,708
-442
1009
$1.22M ﹤0.01%
21,670
-43
1010
$1.22M ﹤0.01%
23,347
+172
1011
$1.21M ﹤0.01%
14,933
+195
1012
$1.2M ﹤0.01%
9,061
+749
1013
$1.2M ﹤0.01%
23,991
-593
1014
$1.2M ﹤0.01%
13,171
-1,921
1015
$1.19M ﹤0.01%
12,737
+3,128
1016
$1.19M ﹤0.01%
28,335
+18,318
1017
$1.18M ﹤0.01%
7,957
-616
1018
$1.18M ﹤0.01%
98,871
+6,906
1019
$1.17M ﹤0.01%
64,028
+10,070
1020
$1.17M ﹤0.01%
21,088
+2,774
1021
$1.17M ﹤0.01%
71,781
-2,073
1022
$1.17M ﹤0.01%
25,605
-2,359
1023
$1.16M ﹤0.01%
15,290
-1,893
1024
$1.16M ﹤0.01%
21,594
-17,022
1025
$1.16M ﹤0.01%
6,763
+233
39 40
41
42 43