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
2101
$62.5K ﹤0.01%
1,220
-111
2102
$62.3K ﹤0.01%
7,255
-1,702
2103
$62K ﹤0.01%
+1,261
2104
$61.7K ﹤0.01%
6,871
-1,531
2105
$61.7K ﹤0.01%
1,710
-1,740
2106
$61.7K ﹤0.01%
2,239
+309
2107
$61.7K ﹤0.01%
2,063
2108
$61.4K ﹤0.01%
1,019
-169
2109
$61.3K ﹤0.01%
359
+87
2110
$61.1K ﹤0.01%
5,190
+103
2111
$60.8K ﹤0.01%
912
-1,268
2112
$60.7K ﹤0.01%
681
+554
2113
$60.6K ﹤0.01%
+649
2114
$60.6K ﹤0.01%
262
-359
2115
$60.2K ﹤0.01%
2,586
-1,366
2116
$60.1K ﹤0.01%
5,811
+1,065
2117
$60.1K ﹤0.01%
253
+78
2118
$60K ﹤0.01%
+266
2119
$59.7K ﹤0.01%
2,982
-100
2120
$59.7K ﹤0.01%
+4,510
2121
$59.1K ﹤0.01%
3,286
+94
2122
$58.8K ﹤0.01%
531
+527
2123
$58.8K ﹤0.01%
4,331
2124
$58.8K ﹤0.01%
753
+103
2125
$58.8K ﹤0.01%
1,358
-164
83 84
85
86 87