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
176
$60.1M 0.05%
208,149
+18,684
177
$59.2M 0.05%
113,701
-1,098
178
$57.9M 0.05%
304,543
+1,062
179
$57.2M 0.05%
278,259
+5,794
180
$56.4M 0.05%
1,256,362
+44,985
181
$56M 0.05%
929,042
+21,624
182
$55.7M 0.05%
4,286,559
+682,199
183
$55M 0.05%
867,277
+69,923
184
$53.6M 0.05%
924,557
-54,383
185
$52.9M 0.04%
411,434
-52,429
186
$52.9M 0.04%
92,407
+3,606
187
$52.8M 0.04%
230,193
+38,589
188
$52.8M 0.04%
1,254,152
+1,139,146
189
$52.5M 0.04%
275,019
-16,629
190
$52.5M 0.04%
352,210
+10,180
191
$52.1M 0.04%
141,288
+12,918
192
$52.1M 0.04%
1,955,557
+102,121
193
$52M 0.04%
359,240
-27,117
194
$51.5M 0.04%
1,762,972
-86,151
195
$51.3M 0.04%
227,101
+14,522
196
$50.9M 0.04%
1,372,125
+498,293
197
$50.8M 0.04%
635,693
+21,074
198
$50.6M 0.04%
385,747
-4,620
199
$50.6M 0.04%
15,793
+214
200
$50.5M 0.04%
776,543
-23,180
6 7
8
9 10