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
1151
$782K ﹤0.01%
9,800
-97
1152
$781K ﹤0.01%
4,943
-152
1153
$779K ﹤0.01%
45,452
-4,684
1154
$777K ﹤0.01%
22,416
-468
1155
$777K ﹤0.01%
50,106
-3,206
1156
$768K ﹤0.01%
6,615
+232
1157
$767K ﹤0.01%
25,531
1158
$767K ﹤0.01%
1,652
+53
1159
$765K ﹤0.01%
20,564
-82,705
1160
$765K ﹤0.01%
30,615
+25,669
1161
$765K ﹤0.01%
24,676
+281
1162
$763K ﹤0.01%
35,126
+18,519
1163
$761K ﹤0.01%
8,582
-224
1164
$761K ﹤0.01%
25,308
+2,648
1165
$760K ﹤0.01%
24,623
-969
1166
$760K ﹤0.01%
2,759
+116
1167
$758K ﹤0.01%
5,259
+1,725
1168
$758K ﹤0.01%
21,055
+516
1169
$756K ﹤0.01%
9,421
+1,723
1170
$752K ﹤0.01%
6,884
+44
1171
$748K ﹤0.01%
2,936
+563
1172
$747K ﹤0.01%
27,973
+2,193
1173
$744K ﹤0.01%
5,906
+2,631
1174
$742K ﹤0.01%
33,409
+4,601
1175
$740K ﹤0.01%
9,470
-107
45 46
47
48 49