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
151
$71.6M 0.06%
1,772,519
+126,970
152
$71.5M 0.06%
143,635
+5,720
153
$71.5M 0.06%
190,483
+3,764
154
$71.2M 0.06%
643,778
+6,295
155
$70.7M 0.06%
1,214,999
+80,577
156
$70.6M 0.06%
616,302
+61,897
157
$70.3M 0.06%
2,609,933
+1,053,948
158
$70.2M 0.06%
1,373,409
+128,446
159
$70.1M 0.06%
605,871
+19,915
160
$70M 0.06%
1,736,364
+21,151
161
$67.9M 0.06%
343,887
+26,725
162
$67.5M 0.06%
697,550
+57,716
163
$67.2M 0.06%
151,140
-2,927
164
$67.1M 0.06%
1,930,981
+103,687
165
$64.9M 0.05%
218,780
+9,443
166
$64.8M 0.05%
1,104,317
+5,078
167
$64.3M 0.05%
1,046,945
+129,302
168
$64.2M 0.05%
718,219
+58,108
169
$63.6M 0.05%
1,212,458
+42,991
170
$63M 0.05%
699,327
-391,610
171
$62.6M 0.05%
1,555,353
+54,548
172
$62.6M 0.05%
315,855
+4,117
173
$62M 0.05%
794,256
-125,920
174
$61.7M 0.05%
1,128,390
-60,225
175
$60.3M 0.05%
560,502
+39,626
5 6
7
8 9