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
1226
$649K ﹤0.01%
5,154
+411
1227
$649K ﹤0.01%
15,186
+97
1228
$648K ﹤0.01%
17,488
-4,350
1229
$648K ﹤0.01%
8,471
-10
1230
$648K ﹤0.01%
6,292
+5,364
1231
$647K ﹤0.01%
17,612
-810
1232
$646K ﹤0.01%
3,834
-701
1233
$643K ﹤0.01%
25,798
-7,729
1234
$642K ﹤0.01%
59,359
+51,658
1235
$641K ﹤0.01%
10,949
+2,901
1236
$640K ﹤0.01%
8,166
+1,381
1237
$639K ﹤0.01%
6,103
-3,015
1238
$637K ﹤0.01%
50,086
-9,211
1239
$636K ﹤0.01%
5,744
-248
1240
$634K ﹤0.01%
30,946
+2,094
1241
$633K ﹤0.01%
12,134
+175
1242
$633K ﹤0.01%
16,004
-262
1243
$633K ﹤0.01%
24,483
-15,668
1244
$633K ﹤0.01%
45,232
-260
1245
$632K ﹤0.01%
93,689
+52,955
1246
$631K ﹤0.01%
12,560
-277
1247
$630K ﹤0.01%
7,123
+229
1248
$629K ﹤0.01%
13,145
-11,498
1249
$628K ﹤0.01%
4,567
-45
1250
$628K ﹤0.01%
10,268
+412
48 49
50
51 52