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
1726
$168K ﹤0.01%
3,401
+1,431
1727
$167K ﹤0.01%
2,189
+732
1728
$167K ﹤0.01%
450
+21
1729
$167K ﹤0.01%
1,498
+1,049
1730
$167K ﹤0.01%
6,928
-2,642
1731
$166K ﹤0.01%
1,964
-5,340
1732
$166K ﹤0.01%
2,286
-721
1733
$166K ﹤0.01%
1,035
1734
$166K ﹤0.01%
37,495
+8,715
1735
$166K ﹤0.01%
331
+83
1736
$166K ﹤0.01%
612
+8
1737
$166K ﹤0.01%
11,778
+9,129
1738
$165K ﹤0.01%
6,474
+2,805
1739
$163K ﹤0.01%
4,642
+338
1740
$162K ﹤0.01%
5,300
1741
$162K ﹤0.01%
5,068
-98
1742
$162K ﹤0.01%
13,750
-500
1743
$161K ﹤0.01%
3,062
+340
1744
$161K ﹤0.01%
1,871
+97
1745
$161K ﹤0.01%
13,780
1746
$161K ﹤0.01%
7,679
-134
1747
$161K ﹤0.01%
17,068
-2,194
1748
$160K ﹤0.01%
7,470
-2,693
1749
$159K ﹤0.01%
4,755
-328
1750
$159K ﹤0.01%
2,895
+168
68 69
70
71 72