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
1276
$572K ﹤0.01%
26,649
-1,234
1277
$571K ﹤0.01%
49,532
+226
1278
$569K ﹤0.01%
26,188
+12,452
1279
$567K ﹤0.01%
26,572
-4,363
1280
$565K ﹤0.01%
29,418
+6,960
1281
$564K ﹤0.01%
5,594
+405
1282
$563K ﹤0.01%
10,260
-420
1283
$559K ﹤0.01%
14,030
-150
1284
$558K ﹤0.01%
4,986
+705
1285
$558K ﹤0.01%
17,761
+8,666
1286
$557K ﹤0.01%
11,572
-13,642
1287
$551K ﹤0.01%
57,843
1288
$550K ﹤0.01%
8,327
-52
1289
$547K ﹤0.01%
13,497
+2,432
1290
$546K ﹤0.01%
29,766
+3,792
1291
$544K ﹤0.01%
11,393
-2,102
1292
$543K ﹤0.01%
11,525
+4,844
1293
$543K ﹤0.01%
30,133
-358
1294
$543K ﹤0.01%
6,130
+3,130
1295
$542K ﹤0.01%
51,797
-15,505
1296
$542K ﹤0.01%
24,101
+3
1297
$542K ﹤0.01%
9,582
+1,808
1298
$541K ﹤0.01%
13,191
+2,362
1299
$541K ﹤0.01%
23,001
-15,633
1300
$540K ﹤0.01%
7,823
+517
50 51
52
53 54