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
1851
$119K ﹤0.01%
2,228
-917
1852
$119K ﹤0.01%
803
1853
$119K ﹤0.01%
5,752
+5,007
1854
$119K ﹤0.01%
2,839
+454
1855
$118K ﹤0.01%
3,555
+1,441
1856
$118K ﹤0.01%
3,269
+106
1857
$118K ﹤0.01%
16,489
1858
$118K ﹤0.01%
3,096
+621
1859
$118K ﹤0.01%
7,211
-786
1860
$118K ﹤0.01%
554
+18
1861
$117K ﹤0.01%
4,100
-1,500
1862
$116K ﹤0.01%
3,967
1863
$116K ﹤0.01%
388
+34
1864
$116K ﹤0.01%
1,811
-83
1865
$115K ﹤0.01%
2,470
+944
1866
$115K ﹤0.01%
3,506
1867
$114K ﹤0.01%
9,696
-900
1868
$114K ﹤0.01%
1,544
-29
1869
$114K ﹤0.01%
43,384
+23,634
1870
$113K ﹤0.01%
861
+410
1871
$113K ﹤0.01%
1,536
1872
$113K ﹤0.01%
3,003
+2,681
1873
$113K ﹤0.01%
3,577
+552
1874
$113K ﹤0.01%
1,730
+53
1875
$113K ﹤0.01%
539
+38
73 74
75
76 77