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
1526
$273K ﹤0.01%
3,765
+1,364
1527
$271K ﹤0.01%
1,178
-26
1528
$271K ﹤0.01%
8,208
+142
1529
$270K ﹤0.01%
3,636
+226
1530
$268K ﹤0.01%
13,748
+10
1531
$267K ﹤0.01%
4,746
+648
1532
$267K ﹤0.01%
158,672
+34,851
1533
$266K ﹤0.01%
23,869
1534
$266K ﹤0.01%
2,429
+18
1535
$266K ﹤0.01%
2,889
+1,059
1536
$265K ﹤0.01%
10,296
+7,456
1537
$265K ﹤0.01%
3,996
+200
1538
$265K ﹤0.01%
5,004
-1,821
1539
$264K ﹤0.01%
17,671
-3,474
1540
$261K ﹤0.01%
3,050
+641
1541
$260K ﹤0.01%
13,242
-806
1542
$259K ﹤0.01%
15,576
+4,833
1543
$259K ﹤0.01%
1,732
-454
1544
$258K ﹤0.01%
9,407
+2,072
1545
$256K ﹤0.01%
3,722
-270
1546
$256K ﹤0.01%
3,898
+2,736
1547
$256K ﹤0.01%
1,770
1548
$256K ﹤0.01%
7,299
-2,301
1549
$256K ﹤0.01%
1,634
1550
$255K ﹤0.01%
1,414
+741
60 61
62
63 64