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
1976
$86.7K ﹤0.01%
1,796
-3,098
1977
$86.6K ﹤0.01%
2,835
+500
1978
$85.9K ﹤0.01%
7,758
+57
1979
$85.7K ﹤0.01%
12,606
-17,893
1980
$85.3K ﹤0.01%
70
+4
1981
$85K ﹤0.01%
1,609
+1,426
1982
$84.4K ﹤0.01%
1,551
+1,462
1983
$84.2K ﹤0.01%
254
+21
1984
$84.2K ﹤0.01%
10,049
-185
1985
$84.1K ﹤0.01%
746
+57
1986
$83.7K ﹤0.01%
2,630
+133
1987
$83.5K ﹤0.01%
1,172
+879
1988
$83.3K ﹤0.01%
1,354
1989
$83.2K ﹤0.01%
9,249
+322
1990
$83.2K ﹤0.01%
3,185
+2,560
1991
$83.1K ﹤0.01%
1,639
+221
1992
$82.4K ﹤0.01%
1,333
+236
1993
$81.7K ﹤0.01%
2,397
+1,760
1994
$81.3K ﹤0.01%
+2,180
1995
$81K ﹤0.01%
6,810
+1
1996
$80.9K ﹤0.01%
466
+33
1997
$80.6K ﹤0.01%
1,293
+31
1998
$80.5K ﹤0.01%
7,403
+6,000
1999
$80.4K ﹤0.01%
5,238
-20
2000
$80.4K ﹤0.01%
341
+40
78 79
80
81 82