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
1901
$106K ﹤0.01%
1,260
-76
1902
$106K ﹤0.01%
966
+916
1903
$106K ﹤0.01%
2,819
+15
1904
$105K ﹤0.01%
4,431
-719
1905
$104K ﹤0.01%
2,779
-124
1906
$104K ﹤0.01%
2,000
1907
$104K ﹤0.01%
2,100
+545
1908
$103K ﹤0.01%
11,975
-1,254
1909
$103K ﹤0.01%
1,881
+100
1910
$102K ﹤0.01%
+996
1911
$102K ﹤0.01%
21,560
+1,085
1912
$101K ﹤0.01%
2,162
+2,014
1913
$101K ﹤0.01%
7,400
-8,796
1914
$101K ﹤0.01%
17,064
1915
$100K ﹤0.01%
12,110
-3,625
1916
$100K ﹤0.01%
1,450
1917
$99.9K ﹤0.01%
1,485
+4
1918
$99.5K ﹤0.01%
18,734
-2,879
1919
$99.3K ﹤0.01%
2,379
+172
1920
$99.3K ﹤0.01%
399
+134
1921
$98.8K ﹤0.01%
+6,825
1922
$98.5K ﹤0.01%
2,017
-612
1923
$98.5K ﹤0.01%
1,069
+132
1924
$98.4K ﹤0.01%
1,682
+1,105
1925
$98.2K ﹤0.01%
4,145
-6,281
75 76
77
78 79