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
1701
$177K ﹤0.01%
5,545
1702
$177K ﹤0.01%
1,247
+561
1703
$177K ﹤0.01%
2,751
-8
1704
$176K ﹤0.01%
2,092
-36
1705
$176K ﹤0.01%
12,228
+4,030
1706
$175K ﹤0.01%
2,990
-389
1707
$175K ﹤0.01%
6,450
-1,859
1708
$175K ﹤0.01%
2,763
-257
1709
$175K ﹤0.01%
1,263
-51
1710
$174K ﹤0.01%
4,876
+50
1711
$174K ﹤0.01%
+4,995
1712
$174K ﹤0.01%
1,480
-80
1713
$174K ﹤0.01%
2,464
-203
1714
$174K ﹤0.01%
2,523
1715
$173K ﹤0.01%
1,955
1716
$172K ﹤0.01%
5,185
-418
1717
$172K ﹤0.01%
2,654
1718
$171K ﹤0.01%
2,105
1719
$171K ﹤0.01%
1,253
+116
1720
$171K ﹤0.01%
3,213
1721
$170K ﹤0.01%
1,296
-567
1722
$169K ﹤0.01%
21,768
-630
1723
$169K ﹤0.01%
6,750
-933
1724
$169K ﹤0.01%
855
+50
1725
$168K ﹤0.01%
2,463
+595
67 68
69
70 71