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
2001
$79.8K ﹤0.01%
1,036
-127
2002
$79.8K ﹤0.01%
11,275
+4,000
2003
$79.5K ﹤0.01%
4,410
+132
2004
$79.3K ﹤0.01%
17,386
-3,120
2005
$79.2K ﹤0.01%
5,500
2006
$79.2K ﹤0.01%
1,482
+238
2007
$78.9K ﹤0.01%
7,803
+6,250
2008
$78.8K ﹤0.01%
620
-93
2009
$78.7K ﹤0.01%
2,279
2010
$78.5K ﹤0.01%
753
+15
2011
$78.5K ﹤0.01%
591
+448
2012
$78K ﹤0.01%
748
-260
2013
$77.8K ﹤0.01%
2,605
+2,483
2014
$77.7K ﹤0.01%
4,100
2015
$77.4K ﹤0.01%
4,583
+40
2016
$77.1K ﹤0.01%
778
+329
2017
$76.7K ﹤0.01%
+6,102
2018
$76.5K ﹤0.01%
+3,669
2019
$76.2K ﹤0.01%
3,070
+372
2020
$76.1K ﹤0.01%
2,039
+400
2021
$76K ﹤0.01%
427
-62
2022
$75.9K ﹤0.01%
671
+53
2023
$75.3K ﹤0.01%
2,099
-245
2024
$75.1K ﹤0.01%
1,552
-344
2025
$74.8K ﹤0.01%
3,129
+1,770
79 80
81
82 83