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
1326
$495K ﹤0.01%
9,179
-170
1327
$494K ﹤0.01%
4,964
+63
1328
$492K ﹤0.01%
1,039
+239
1329
$490K ﹤0.01%
4,394
+26
1330
$490K ﹤0.01%
48,380
-1,497
1331
$489K ﹤0.01%
9,841
-14
1332
$488K ﹤0.01%
3,266
+1,760
1333
$488K ﹤0.01%
8,364
-194
1334
$483K ﹤0.01%
43,788
-1,498
1335
$483K ﹤0.01%
15,215
+2,200
1336
$483K ﹤0.01%
1,858
+88
1337
$481K ﹤0.01%
4,142
-155
1338
$479K ﹤0.01%
3,718
+2,380
1339
$478K ﹤0.01%
19,683
+2,772
1340
$477K ﹤0.01%
6,757
+5,190
1341
$475K ﹤0.01%
97,683
-2,213
1342
$475K ﹤0.01%
2,030
+490
1343
$474K ﹤0.01%
8,797
+541
1344
$472K ﹤0.01%
2,248
+20
1345
$472K ﹤0.01%
2,281
+12
1346
$470K ﹤0.01%
9,244
+7,671
1347
$470K ﹤0.01%
2,489
-3,024
1348
$470K ﹤0.01%
5,464
+197
1349
$469K ﹤0.01%
2,923
+239
1350
$468K ﹤0.01%
4,883
+395
52 53
54
55 56