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
1826
$127K ﹤0.01%
382
+9
1827
$126K ﹤0.01%
13,382
-5,000
1828
$126K ﹤0.01%
52,410
-14,400
1829
$126K ﹤0.01%
7,864
+1,984
1830
$125K ﹤0.01%
418
+14
1831
$125K ﹤0.01%
858
+283
1832
$125K ﹤0.01%
753
+301
1833
$125K ﹤0.01%
1,064
+422
1834
$125K ﹤0.01%
2,918
+571
1835
$125K ﹤0.01%
1,254
+89
1836
$125K ﹤0.01%
6,200
1837
$124K ﹤0.01%
5,191
+88
1838
$124K ﹤0.01%
4,220
-368
1839
$124K ﹤0.01%
3,539
-243
1840
$124K ﹤0.01%
3,276
-2,787
1841
$123K ﹤0.01%
2,583
+6
1842
$123K ﹤0.01%
5,277
+2,838
1843
$123K ﹤0.01%
1,895
-385
1844
$122K ﹤0.01%
659
+13
1845
$121K ﹤0.01%
14,343
-4,533
1846
$121K ﹤0.01%
343
-65
1847
$121K ﹤0.01%
1,547
+43
1848
$121K ﹤0.01%
+5,838
1849
$121K ﹤0.01%
2,507
-1,476
1850
$120K ﹤0.01%
3,999
+113
72 73
74
75 76