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
1626
$215K ﹤0.01%
5,030
+303
1627
$214K ﹤0.01%
6,320
+2
1628
$213K ﹤0.01%
2,426
+408
1629
$212K ﹤0.01%
2,216
+1,414
1630
$212K ﹤0.01%
13,188
+6,826
1631
$211K ﹤0.01%
10,035
+617
1632
$211K ﹤0.01%
13,253
+5,134
1633
$211K ﹤0.01%
50,346
1634
$211K ﹤0.01%
6,922
+4,194
1635
$209K ﹤0.01%
6,789
1636
$209K ﹤0.01%
800
-38
1637
$208K ﹤0.01%
1,391
-60
1638
$207K ﹤0.01%
187
+16
1639
$207K ﹤0.01%
10,022
+3,593
1640
$207K ﹤0.01%
1,355
-5
1641
$206K ﹤0.01%
3,700
1642
$206K ﹤0.01%
883
-108
1643
$205K ﹤0.01%
5,022
+1,553
1644
$205K ﹤0.01%
1,424
+22
1645
$205K ﹤0.01%
8,413
+3,675
1646
$205K ﹤0.01%
451
+90
1647
$205K ﹤0.01%
18,050
+10,026
1648
$203K ﹤0.01%
6,000
-1,546
1649
$202K ﹤0.01%
13,886
+399
1650
$202K ﹤0.01%
1,286
+1,203
64 65
66
67 68