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
101
$113M 0.1%
3,225,656
+723,359
102
$112M 0.09%
930,446
+71,096
103
$110M 0.09%
4,569,183
-236,103
104
$109M 0.09%
652,028
+27,168
105
$107M 0.09%
827,429
+33,767
106
$106M 0.09%
315,827
-56,607
107
$104M 0.09%
410,536
-79,030
108
$104M 0.09%
1,735,120
-57,604
109
$102M 0.09%
2,735,623
+497,130
110
$101M 0.09%
418,916
+533
111
$101M 0.09%
2,008,629
+191,043
112
$99.8M 0.08%
1,097,130
+62,507
113
$98.1M 0.08%
443,822
+3,403
114
$97.7M 0.08%
1,457,360
+22,986
115
$95.6M 0.08%
705,973
+108,634
116
$92.8M 0.08%
229,882
-28,888
117
$92.3M 0.08%
564,614
+21,834
118
$92.2M 0.08%
4,152,063
+719,801
119
$91.6M 0.08%
988,267
+21,720
120
$91.5M 0.08%
1,406,576
+402,655
121
$89.9M 0.08%
1,017,252
+9,471
122
$89.8M 0.08%
1,269,636
-62,616
123
$88.7M 0.07%
3,429,894
+272,516
124
$87.2M 0.07%
359,899
+67,695
125
$86.9M 0.07%
599,806
-2,657
3 4
5
6 7