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
1251
$628K ﹤0.01%
41,462
+24,092
1252
$628K ﹤0.01%
7,990
+720
1253
$625K ﹤0.01%
7,283
+716
1254
$623K ﹤0.01%
1,613
+235
1255
$622K ﹤0.01%
29,710
+19,083
1256
$617K ﹤0.01%
15,500
+708
1257
$616K ﹤0.01%
22,694
+129
1258
$613K ﹤0.01%
26,511
+7,279
1259
$612K ﹤0.01%
8,345
+7,745
1260
$610K ﹤0.01%
7,197
+398
1261
$607K ﹤0.01%
5,512
+186
1262
$606K ﹤0.01%
1,252
-61
1263
$604K ﹤0.01%
16,276
-1,690
1264
$598K ﹤0.01%
1,509
+467
1265
$597K ﹤0.01%
9,317
+1,447
1266
$597K ﹤0.01%
111,531
+2,216
1267
$596K ﹤0.01%
17,739
-5,306
1268
$594K ﹤0.01%
2,348
+161
1269
$594K ﹤0.01%
9,500
-879
1270
$592K ﹤0.01%
5,178
+53
1271
$592K ﹤0.01%
10,684
+264
1272
$592K ﹤0.01%
7,002
-509
1273
$583K ﹤0.01%
12,340
+271
1274
$574K ﹤0.01%
22,475
+5,680
1275
$573K ﹤0.01%
1,351
-440
49 50
51
52 53