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
1076
$970K ﹤0.01%
+17,579
1077
$969K ﹤0.01%
28,395
-3,120
1078
$963K ﹤0.01%
22,299
+1,067
1079
$962K ﹤0.01%
6,696
+436
1080
$960K ﹤0.01%
90,844
-4,632
1081
$959K ﹤0.01%
10,023
+4,375
1082
$958K ﹤0.01%
26,360
+1,789
1083
$958K ﹤0.01%
29,510
+2,619
1084
$956K ﹤0.01%
9,328
-613
1085
$953K ﹤0.01%
23,537
+5,090
1086
$944K ﹤0.01%
76,982
-6,275
1087
$939K ﹤0.01%
36,058
-211,943
1088
$938K ﹤0.01%
33,469
+870
1089
$936K ﹤0.01%
15,591
-437
1090
$932K ﹤0.01%
4,768
+1,651
1091
$932K ﹤0.01%
8,948
-1,429
1092
$932K ﹤0.01%
1,529
+948
1093
$931K ﹤0.01%
16,923
+156
1094
$929K ﹤0.01%
8,289
-1,177
1095
$924K ﹤0.01%
21,089
+204
1096
$922K ﹤0.01%
4,113
-22
1097
$917K ﹤0.01%
3,151
+71
1098
$909K ﹤0.01%
45,009
+2,909
1099
$903K ﹤0.01%
30,881
-1,191
1100
$901K ﹤0.01%
21,043
-2,514
42 43
44
45 46