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
1951
$91.4K ﹤0.01%
635
+37
1952
$91.3K ﹤0.01%
2,061
-8
1953
$91.2K ﹤0.01%
2,124
-1,310
1954
$90.8K ﹤0.01%
1,300
+50
1955
$90.7K ﹤0.01%
199
+105
1956
$90.3K ﹤0.01%
3,916
+572
1957
$90.2K ﹤0.01%
275
+50
1958
$89.8K ﹤0.01%
4,042
+2,737
1959
$89.7K ﹤0.01%
2,537
+1
1960
$89.6K ﹤0.01%
729
-54
1961
$89.5K ﹤0.01%
5,238
1962
$89.3K ﹤0.01%
419
-9
1963
$89.2K ﹤0.01%
519
+84
1964
$88.8K ﹤0.01%
924
+352
1965
$88.6K ﹤0.01%
+3,954
1966
$88.5K ﹤0.01%
3,592
-549
1967
$88.3K ﹤0.01%
1,071
+7
1968
$88.3K ﹤0.01%
+3,595
1969
$87.8K ﹤0.01%
1,064
-67
1970
$87.4K ﹤0.01%
+2,172
1971
$87.3K ﹤0.01%
2,842
+1,409
1972
$87.3K ﹤0.01%
4,000
1973
$87.3K ﹤0.01%
2,216
1974
$87.3K ﹤0.01%
2,801
+82
1975
$86.8K ﹤0.01%
1,860
+80
77 78
79
80 81