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
1201
$684K ﹤0.01%
65,851
-16,142
1202
$681K ﹤0.01%
132,702
+22,002
1203
$677K ﹤0.01%
11,186
+1,651
1204
$675K ﹤0.01%
14,599
-4,566
1205
$673K ﹤0.01%
42,603
-1,551
1206
$672K ﹤0.01%
15,021
-14,643
1207
$672K ﹤0.01%
9,258
+253
1208
$671K ﹤0.01%
16,022
-1,040
1209
$670K ﹤0.01%
21,355
-6,720
1210
$669K ﹤0.01%
6,723
+83
1211
$669K ﹤0.01%
7,917
+992
1212
$669K ﹤0.01%
33,196
-56
1213
$664K ﹤0.01%
8,529
+5,485
1214
$664K ﹤0.01%
333
+72
1215
$660K ﹤0.01%
8,651
+328
1216
$657K ﹤0.01%
7,087
-4,528
1217
$657K ﹤0.01%
7,036
+47
1218
$657K ﹤0.01%
10,139
+1,989
1219
$656K ﹤0.01%
13,092
+13
1220
$654K ﹤0.01%
1,135
+87
1221
$654K ﹤0.01%
34,975
+12,333
1222
$654K ﹤0.01%
50,114
-7,669
1223
$652K ﹤0.01%
1,103
-541
1224
$652K ﹤0.01%
25,223
+867
1225
$651K ﹤0.01%
17,055
-90,991
47 48
49
50 51