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
1026
$1.16M ﹤0.01%
101,813
-60,781
1027
$1.16M ﹤0.01%
89,944
+74,757
1028
$1.15M ﹤0.01%
45,556
+4,263
1029
$1.15M ﹤0.01%
20,518
+1,745
1030
$1.15M ﹤0.01%
5,583
+2,050
1031
$1.14M ﹤0.01%
13,578
-9,604
1032
$1.14M ﹤0.01%
9,257
+5,368
1033
$1.14M ﹤0.01%
12,651
-18,853
1034
$1.13M ﹤0.01%
6,253
-421
1035
$1.13M ﹤0.01%
11,684
+639
1036
$1.13M ﹤0.01%
3,601
+2,201
1037
$1.13M ﹤0.01%
18,907
-2,141
1038
$1.13M ﹤0.01%
5,908
+244
1039
$1.13M ﹤0.01%
11,465
-491
1040
$1.12M ﹤0.01%
16,473
-23,442
1041
$1.12M ﹤0.01%
24,827
+3,580
1042
$1.12M ﹤0.01%
29,250
-14,791
1043
$1.12M ﹤0.01%
4,496
-137
1044
$1.11M ﹤0.01%
21,915
+116
1045
$1.11M ﹤0.01%
8,912
-727
1046
$1.1M ﹤0.01%
40,498
+2,236
1047
$1.1M ﹤0.01%
233,890
-7,228
1048
$1.1M ﹤0.01%
6,631
+58
1049
$1.09M ﹤0.01%
55,959
+15,171
1050
$1.09M ﹤0.01%
4,765
-162
40 41
42
43 44