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
2051
$69.8K ﹤0.01%
+10,516
2052
$69.8K ﹤0.01%
9,382
-2,912
2053
$69.6K ﹤0.01%
1,369
+246
2054
$69.4K ﹤0.01%
1,481
+696
2055
$69.3K ﹤0.01%
1,000
2056
$69K ﹤0.01%
+2,568
2057
$68.3K ﹤0.01%
5,405
2058
$68.3K ﹤0.01%
4,375
+2,925
2059
$68.2K ﹤0.01%
671
+214
2060
$67.7K ﹤0.01%
2,503
-271
2061
$67.3K ﹤0.01%
2,553
-295
2062
$67.3K ﹤0.01%
4,172
+500
2063
$67.3K ﹤0.01%
2,611
+405
2064
$67.3K ﹤0.01%
4,408
+184
2065
$67.3K ﹤0.01%
+1,595
2066
$67K ﹤0.01%
1,844
-957
2067
$66.7K ﹤0.01%
8,867
+8,340
2068
$66.6K ﹤0.01%
+356
2069
$66.6K ﹤0.01%
4,525
2070
$66.4K ﹤0.01%
1,073
-1,572
2071
$66.3K ﹤0.01%
+1,931
2072
$66.3K ﹤0.01%
2,278
2073
$66.1K ﹤0.01%
4,372
+2,121
2074
$66.1K ﹤0.01%
1,744
+39
2075
$66K ﹤0.01%
532
81 82
83
84 85