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
1376
$439K ﹤0.01%
+13,389
1377
$439K ﹤0.01%
25,031
-6
1378
$438K ﹤0.01%
8,780
-4,444
1379
$435K ﹤0.01%
15,303
-1,997
1380
$435K ﹤0.01%
14,989
+933
1381
$431K ﹤0.01%
2,836
+136
1382
$430K ﹤0.01%
2,325
+108
1383
$430K ﹤0.01%
35,168
+2,833
1384
$430K ﹤0.01%
5,460
+184
1385
$430K ﹤0.01%
6,312
+203
1386
$430K ﹤0.01%
39,972
+77
1387
$430K ﹤0.01%
14,714
+3,689
1388
$429K ﹤0.01%
6,199
-956
1389
$428K ﹤0.01%
5,176
+1,988
1390
$425K ﹤0.01%
22,132
-12,546
1391
$425K ﹤0.01%
20,656
+3,535
1392
$424K ﹤0.01%
8,223
-818
1393
$422K ﹤0.01%
13,146
+2,339
1394
$420K ﹤0.01%
63,131
1395
$419K ﹤0.01%
21,156
+2,535
1396
$418K ﹤0.01%
2,400
-1,155
1397
$417K ﹤0.01%
2,227
+69
1398
$416K ﹤0.01%
3,899
-145
1399
$414K ﹤0.01%
12,260
+1,432
1400
$414K ﹤0.01%
1,207
-119
54 55
56
57 58