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
1051
$1.09M ﹤0.01%
25,319
+2,987
1052
$1.08M ﹤0.01%
627
+56
1053
$1.08M ﹤0.01%
5,323
+157
1054
$1.08M ﹤0.01%
22,513
+4,125
1055
$1.07M ﹤0.01%
10,408
-2,972
1056
$1.05M ﹤0.01%
21,810
+257
1057
$1.05M ﹤0.01%
50,317
-30,279
1058
$1.05M ﹤0.01%
17,427
-866
1059
$1.05M ﹤0.01%
4,629
-2,616
1060
$1.04M ﹤0.01%
39,773
+17,117
1061
$1.04M ﹤0.01%
8,352
-194,758
1062
$1.02M ﹤0.01%
4,448
-212
1063
$1.02M ﹤0.01%
26,885
+9,338
1064
$1.01M ﹤0.01%
29,074
+1,571
1065
$1.01M ﹤0.01%
15,601
+795
1066
$1M ﹤0.01%
19,212
+6,265
1067
$1,000K ﹤0.01%
32,804
-61,766
1068
$998K ﹤0.01%
13,251
+3,053
1069
$998K ﹤0.01%
6,006
-121
1070
$995K ﹤0.01%
27,407
-2,428
1071
$985K ﹤0.01%
8,994
+822
1072
$984K ﹤0.01%
37,034
+21,653
1073
$980K ﹤0.01%
13,677
+11,667
1074
$979K ﹤0.01%
11,347
+2,805
1075
$971K ﹤0.01%
75,483
+29,208
41 42
43
44 45