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
1301
$540K ﹤0.01%
15,918
+9,516
1302
$540K ﹤0.01%
3,475
+289
1303
$538K ﹤0.01%
2,200
1304
$533K ﹤0.01%
10,370
-629
1305
$533K ﹤0.01%
10,743
+4,173
1306
$532K ﹤0.01%
4,069
+451
1307
$532K ﹤0.01%
24,421
-38,585
1308
$531K ﹤0.01%
11,506
+515
1309
$530K ﹤0.01%
65,728
-1,131
1310
$529K ﹤0.01%
9,199
+3,747
1311
$529K ﹤0.01%
22,396
+8,530
1312
$527K ﹤0.01%
26,123
-19,840
1313
$526K ﹤0.01%
6,431
+232
1314
$523K ﹤0.01%
64
-3
1315
$516K ﹤0.01%
45,856
+12,641
1316
$512K ﹤0.01%
2,644
+56
1317
$512K ﹤0.01%
6,677
+4,410
1318
$510K ﹤0.01%
1,892
-3,010
1319
$507K ﹤0.01%
7,672
1320
$503K ﹤0.01%
11,396
+4,512
1321
$502K ﹤0.01%
720
+162
1322
$501K ﹤0.01%
59,040
+449
1323
$500K ﹤0.01%
14,877
-53
1324
$497K ﹤0.01%
10,327
+344
1325
$496K ﹤0.01%
3,563
+437
51 52
53
54 55