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
1101
$901K ﹤0.01%
62,938
+1,667
1102
$899K ﹤0.01%
91,609
+6,466
1103
$898K ﹤0.01%
77,001
+3,585
1104
$891K ﹤0.01%
9,648
+936
1105
$885K ﹤0.01%
10,935
+338
1106
$885K ﹤0.01%
17,098
-2,468
1107
$884K ﹤0.01%
15,397
+810
1108
$882K ﹤0.01%
8,354
+492
1109
$882K ﹤0.01%
18,831
+4,400
1110
$881K ﹤0.01%
2,131
-66
1111
$880K ﹤0.01%
10,361
+2,409
1112
$879K ﹤0.01%
84,076
-2,275
1113
$874K ﹤0.01%
11,541
+4,195
1114
$873K ﹤0.01%
93,568
-3,344
1115
$872K ﹤0.01%
8,441
+180
1116
$869K ﹤0.01%
18,570
+13,708
1117
$864K ﹤0.01%
17,371
-12,574
1118
$863K ﹤0.01%
9,892
+294
1119
$860K ﹤0.01%
6,408
+66
1120
$859K ﹤0.01%
92,097
+9,503
1121
$854K ﹤0.01%
12,986
-1,541
1122
$852K ﹤0.01%
7,364
-725
1123
$850K ﹤0.01%
36,247
+17,602
1124
$847K ﹤0.01%
11,028
+288
1125
$846K ﹤0.01%
30,272
+2,908
43 44
45
46 47