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
126
$85.6M 0.07%
1,108,025
+112,770
127
$85.6M 0.07%
470,272
+14,566
128
$85.5M 0.07%
810,123
+84,164
129
$85.2M 0.07%
1,640,655
+41,732
130
$82.8M 0.07%
1,783,412
+119,616
131
$80.8M 0.07%
756,171
+8,371
132
$78.8M 0.07%
960,601
-18,962
133
$78.2M 0.07%
632,942
+156,762
134
$78.2M 0.07%
215,452
+16,126
135
$77.4M 0.07%
1,015,945
+62,910
136
$77.3M 0.07%
879,492
+112,984
137
$76.6M 0.06%
1,068,244
+118,131
138
$76.5M 0.06%
413,330
+521
139
$76.2M 0.06%
1,330,909
+107,835
140
$75.6M 0.06%
1,319,829
+108,213
141
$75.4M 0.06%
1,293,802
+115,906
142
$75.4M 0.06%
754,499
-20,754
143
$74.7M 0.06%
597,886
+901
144
$74.6M 0.06%
815,788
+180,835
145
$73.2M 0.06%
697,680
-87,766
146
$73M 0.06%
738,742
-8,581
147
$73M 0.06%
2,139,186
+96,835
148
$72.4M 0.06%
445,253
+33,574
149
$72.3M 0.06%
519,176
+7,611
150
$71.9M 0.06%
795,498
+10,393
4 5
6
7 8