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
1801
$139K ﹤0.01%
+5,063
1802
$139K ﹤0.01%
4,202
+7
1803
$138K ﹤0.01%
18,930
+542
1804
$138K ﹤0.01%
3,556
+1,094
1805
$138K ﹤0.01%
3,703
+3,685
1806
$138K ﹤0.01%
2,573
-915
1807
$137K ﹤0.01%
5,124
-394
1808
$137K ﹤0.01%
4,739
+454
1809
$137K ﹤0.01%
2,247
+2,064
1810
$136K ﹤0.01%
13,151
+103
1811
$136K ﹤0.01%
3,977
+241
1812
$136K ﹤0.01%
1,188
-64
1813
$136K ﹤0.01%
2,743
+82
1814
$135K ﹤0.01%
3,683
-31
1815
$135K ﹤0.01%
4,950
-67
1816
$133K ﹤0.01%
6,669
+1,104
1817
$132K ﹤0.01%
545
+319
1818
$132K ﹤0.01%
+3,203
1819
$130K ﹤0.01%
922
+103
1820
$130K ﹤0.01%
1,240
-638
1821
$130K ﹤0.01%
3,813
+537
1822
$129K ﹤0.01%
8,085
1823
$129K ﹤0.01%
14,575
-660
1824
$128K ﹤0.01%
15,691
-2,257
1825
$127K ﹤0.01%
2,441
+113
71 72
73
74 75