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
1876
$113K ﹤0.01%
3,697
-106
1877
$113K ﹤0.01%
3,541
-675
1878
$112K ﹤0.01%
21,178
+3,736
1879
$112K ﹤0.01%
938
-297
1880
$112K ﹤0.01%
1,816
+12
1881
$112K ﹤0.01%
476
-47
1882
$112K ﹤0.01%
12,644
+99
1883
$112K ﹤0.01%
9,683
-499
1884
$111K ﹤0.01%
2,026
+21
1885
$110K ﹤0.01%
8,292
+563
1886
$109K ﹤0.01%
1,520
+364
1887
$109K ﹤0.01%
2,981
+590
1888
$108K ﹤0.01%
1,516
1889
$108K ﹤0.01%
+2,184
1890
$108K ﹤0.01%
+2,200
1891
$108K ﹤0.01%
398
+11
1892
$108K ﹤0.01%
2,586
1893
$107K ﹤0.01%
1,758
+180
1894
$107K ﹤0.01%
5,855
+263
1895
$107K ﹤0.01%
4,425
-1,304
1896
$107K ﹤0.01%
1,772
+869
1897
$106K ﹤0.01%
5,343
+3
1898
$106K ﹤0.01%
10,683
+5,322
1899
$106K ﹤0.01%
2,250
+154
1900
$106K ﹤0.01%
5,984
+56
74 75
76
77 78