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
2026
$74.6K ﹤0.01%
522
+64
2027
$74.5K ﹤0.01%
854
-45
2028
$74K ﹤0.01%
5,493
+1,394
2029
$73.5K ﹤0.01%
2,158
+1,936
2030
$73.4K ﹤0.01%
2,976
-2,749
2031
$73.4K ﹤0.01%
486
+1
2032
$73.3K ﹤0.01%
1,688
+1,230
2033
$73.1K ﹤0.01%
826
+77
2034
$72.9K ﹤0.01%
3,355
+340
2035
$72.9K ﹤0.01%
+3,465
2036
$72.7K ﹤0.01%
9,251
-3,548
2037
$72.6K ﹤0.01%
468
2038
$72.6K ﹤0.01%
840
+692
2039
$72.3K ﹤0.01%
977
+10
2040
$72.2K ﹤0.01%
+439
2041
$72K ﹤0.01%
6,317
2042
$72K ﹤0.01%
+3,650
2043
$71.6K ﹤0.01%
12,000
-1,000
2044
$71.6K ﹤0.01%
389
+12
2045
$71.5K ﹤0.01%
491
2046
$71.1K ﹤0.01%
1,542
+1,248
2047
$71K ﹤0.01%
1,878
2048
$70.6K ﹤0.01%
1,529
2049
$70.1K ﹤0.01%
995
+82
2050
$70.1K ﹤0.01%
894
+43
80 81
82
83 84