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
2076
$65.9K ﹤0.01%
5,036
-1,288
2077
$65.6K ﹤0.01%
775
+35
2078
$65.6K ﹤0.01%
1,453
2079
$65.3K ﹤0.01%
2,011
+74
2080
$65.2K ﹤0.01%
1,719
+581
2081
$65K ﹤0.01%
869
-309
2082
$65K ﹤0.01%
2,500
+1,490
2083
$64.9K ﹤0.01%
4,045
+917
2084
$64.8K ﹤0.01%
784
-120
2085
$64.8K ﹤0.01%
1,000
+535
2086
$64.8K ﹤0.01%
3,963
2087
$64.8K ﹤0.01%
111
2088
$64.2K ﹤0.01%
3,329
+129
2089
$64.1K ﹤0.01%
8,200
2090
$64.1K ﹤0.01%
778
+66
2091
$64K ﹤0.01%
760
-178
2092
$63.9K ﹤0.01%
2,341
+716
2093
$63.9K ﹤0.01%
7,191
-7,146
2094
$63.9K ﹤0.01%
1,278
+138
2095
$63.7K ﹤0.01%
3,595
-9,570
2096
$63.6K ﹤0.01%
1,580
+1,552
2097
$63.4K ﹤0.01%
1,500
2098
$63.2K ﹤0.01%
1,540
+352
2099
$63.1K ﹤0.01%
773
-70
2100
$62.9K ﹤0.01%
+1,460
82 83
84
85 86