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
1651
$202K ﹤0.01%
4,862
-852
1652
$201K ﹤0.01%
6,601
-9,943
1653
$200K ﹤0.01%
4,306
+145
1654
$200K ﹤0.01%
5,606
+1,116
1655
$200K ﹤0.01%
8,002
-339
1656
$200K ﹤0.01%
14,713
+9,650
1657
$199K ﹤0.01%
1,346
+112
1658
$198K ﹤0.01%
12,166
+9,519
1659
$198K ﹤0.01%
+1,858
1660
$198K ﹤0.01%
2,607
-26
1661
$197K ﹤0.01%
11,422
1662
$197K ﹤0.01%
5,019
+19
1663
$195K ﹤0.01%
19,315
1664
$194K ﹤0.01%
4,777
+2,183
1665
$194K ﹤0.01%
3,511
+463
1666
$194K ﹤0.01%
2,225
-160
1667
$194K ﹤0.01%
7,172
+277
1668
$193K ﹤0.01%
365
+94
1669
$193K ﹤0.01%
1,113
+296
1670
$193K ﹤0.01%
4,680
+670
1671
$193K ﹤0.01%
7,451
+2,530
1672
$193K ﹤0.01%
2,990
-16,991
1673
$193K ﹤0.01%
13,027
1674
$192K ﹤0.01%
+1,176
1675
$192K ﹤0.01%
8,780
-5,382
65 66
67
68 69