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
1176
$737K ﹤0.01%
59,232
-53,779
1177
$737K ﹤0.01%
5,518
+625
1178
$736K ﹤0.01%
9,707
+42
1179
$736K ﹤0.01%
25,790
-744
1180
$732K ﹤0.01%
5,501
+540
1181
$728K ﹤0.01%
4,975
-34
1182
$724K ﹤0.01%
11,943
-5,029
1183
$723K ﹤0.01%
4,781
-279
1184
$722K ﹤0.01%
28,358
+1,427
1185
$721K ﹤0.01%
32,912
-3,960
1186
$716K ﹤0.01%
28,237
-44
1187
$711K ﹤0.01%
11,278
-252
1188
$710K ﹤0.01%
2,627
-45
1189
$707K ﹤0.01%
30,285
+10,038
1190
$704K ﹤0.01%
58,045
+10,382
1191
$703K ﹤0.01%
2,427
+894
1192
$701K ﹤0.01%
27,155
-319,705
1193
$698K ﹤0.01%
3,174
+28
1194
$694K ﹤0.01%
11,350
+4,143
1195
$694K ﹤0.01%
50,715
+28,412
1196
$693K ﹤0.01%
8,980
+3,600
1197
$692K ﹤0.01%
3,074
+514
1198
$689K ﹤0.01%
33,154
+250
1199
$688K ﹤0.01%
10,110
+3,180
1200
$686K ﹤0.01%
8,451
+504
46 47
48
49 50