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
1601
$227K ﹤0.01%
7,753
-56,888
1602
$227K ﹤0.01%
+3,214
1603
$226K ﹤0.01%
11,203
+35
1604
$225K ﹤0.01%
571
+239
1605
$224K ﹤0.01%
11,062
-1,063
1606
$223K ﹤0.01%
4,513
+4,068
1607
$222K ﹤0.01%
15,846
+134
1608
$222K ﹤0.01%
1,662
+29
1609
$222K ﹤0.01%
9,374
+2,117
1610
$221K ﹤0.01%
11,998
+3,166
1611
$220K ﹤0.01%
1,901
-19
1612
$219K ﹤0.01%
3,890
+50
1613
$219K ﹤0.01%
1,413
+4
1614
$219K ﹤0.01%
4,332
-157
1615
$219K ﹤0.01%
3,098
-38
1616
$219K ﹤0.01%
5,800
-20
1617
$219K ﹤0.01%
19,657
-255
1618
$218K ﹤0.01%
14,476
-314
1619
$217K ﹤0.01%
4,242
-2,326
1620
$217K ﹤0.01%
+7,340
1621
$217K ﹤0.01%
5,569
+4,009
1622
$217K ﹤0.01%
8,799
1623
$216K ﹤0.01%
53,767
-9,187
1624
$215K ﹤0.01%
1,889
+491
1625
$215K ﹤0.01%
6,242
63 64
65
66 67