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
1451
$339K ﹤0.01%
14,634
1452
$338K ﹤0.01%
15,241
+2,256
1453
$338K ﹤0.01%
16,169
+907
1454
$337K ﹤0.01%
49,394
-1,755
1455
$336K ﹤0.01%
45,012
+30
1456
$336K ﹤0.01%
6,967
-234
1457
$334K ﹤0.01%
15,658
-931
1458
$334K ﹤0.01%
3,156
+110
1459
$330K ﹤0.01%
2,130
-1,184
1460
$329K ﹤0.01%
3,370
-55
1461
$328K ﹤0.01%
113,422
+14,610
1462
$327K ﹤0.01%
6,350
-272
1463
$327K ﹤0.01%
5,997
-1,521
1464
$327K ﹤0.01%
13,449
-3,776
1465
$326K ﹤0.01%
11,354
+5,336
1466
$326K ﹤0.01%
5,556
+1,336
1467
$325K ﹤0.01%
13,379
-1,774
1468
$325K ﹤0.01%
4,655
+75
1469
$324K ﹤0.01%
25,485
-2,970
1470
$323K ﹤0.01%
748
1471
$323K ﹤0.01%
1,410
+489
1472
$322K ﹤0.01%
6,892
+1,505
1473
$321K ﹤0.01%
5,901
-519
1474
$320K ﹤0.01%
1,536
-314
1475
$320K ﹤0.01%
29,734
+406
57 58
59
60 61