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
1551
$255K ﹤0.01%
20,680
-600
1552
$254K ﹤0.01%
10,793
+119
1553
$254K ﹤0.01%
2,493
+665
1554
$253K ﹤0.01%
8,403
+1,168
1555
$253K ﹤0.01%
1,576
-139
1556
$252K ﹤0.01%
6,258
-3,588
1557
$252K ﹤0.01%
2,305
-429
1558
$252K ﹤0.01%
61,370
1559
$252K ﹤0.01%
3,714
+2,586
1560
$252K ﹤0.01%
11,589
-20,863
1561
$251K ﹤0.01%
8,340
+3
1562
$250K ﹤0.01%
28,750
+19,360
1563
$247K ﹤0.01%
3,265
+1,249
1564
$247K ﹤0.01%
3,428
+625
1565
$247K ﹤0.01%
11,122
-1,284,858
1566
$246K ﹤0.01%
5,871
-230
1567
$246K ﹤0.01%
4,159
-719
1568
$246K ﹤0.01%
863
+30
1569
$246K ﹤0.01%
3,835
-25
1570
$244K ﹤0.01%
18,343
-574
1571
$243K ﹤0.01%
9,402
-2,653
1572
$243K ﹤0.01%
2,722
-681
1573
$243K ﹤0.01%
8,065
-11,960
1574
$242K ﹤0.01%
16,155
-592
1575
$242K ﹤0.01%
3,218
-386
61 62
63
64 65