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
1126
$845K ﹤0.01%
51,613
+1,558
1127
$845K ﹤0.01%
22,579
+2,765
1128
$835K ﹤0.01%
12,787
+1,972
1129
$835K ﹤0.01%
20,088
+8,912
1130
$835K ﹤0.01%
3,290
+605
1131
$827K ﹤0.01%
5,778
-182
1132
$823K ﹤0.01%
34,311
+58
1133
$822K ﹤0.01%
10,838
-1,420
1134
$821K ﹤0.01%
2,516
+389
1135
$819K ﹤0.01%
5,355
-1,314
1136
$816K ﹤0.01%
13,482
+2,816
1137
$813K ﹤0.01%
+76,706
1138
$810K ﹤0.01%
4,328
-31
1139
$806K ﹤0.01%
12,812
-736
1140
$806K ﹤0.01%
13,743
+8,688
1141
$803K ﹤0.01%
22,518
+567
1142
$802K ﹤0.01%
34,060
-6,028
1143
$802K ﹤0.01%
6,639
-349
1144
$801K ﹤0.01%
18,300
-1,153
1145
$797K ﹤0.01%
27,742
-1,634
1146
$797K ﹤0.01%
4,520
-53,566
1147
$796K ﹤0.01%
25,908
+1,220
1148
$794K ﹤0.01%
8,451
+124
1149
$791K ﹤0.01%
45,377
-2,066
1150
$789K ﹤0.01%
12,496
+2,463
44 45
46
47 48