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
1426
$363K ﹤0.01%
3,260
+84
1427
$361K ﹤0.01%
7,099
+5,744
1428
$361K ﹤0.01%
1,058
-33
1429
$360K ﹤0.01%
5,236
-3,838
1430
$358K ﹤0.01%
6,412
+521
1431
$358K ﹤0.01%
7,816
1432
$358K ﹤0.01%
2,665
-136
1433
$358K ﹤0.01%
6,959
+1,175
1434
$358K ﹤0.01%
6,135
-407
1435
$357K ﹤0.01%
2,826
+1,850
1436
$356K ﹤0.01%
35,000
1437
$356K ﹤0.01%
7,658
-1,054
1438
$356K ﹤0.01%
20,870
-18,879
1439
$356K ﹤0.01%
765
1440
$356K ﹤0.01%
4,235
+243
1441
$355K ﹤0.01%
2,337
+139
1442
$353K ﹤0.01%
2,250
-486
1443
$352K ﹤0.01%
2,099
+392
1444
$352K ﹤0.01%
3,002
+58
1445
$350K ﹤0.01%
7,180
-218
1446
$348K ﹤0.01%
2,828
+893
1447
$345K ﹤0.01%
7,444
+93
1448
$341K ﹤0.01%
14,820
+20
1449
$340K ﹤0.01%
2,383
+142
1450
$340K ﹤0.01%
21,676
+11,214
56 57
58
59 60