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
2126
$58.6K ﹤0.01%
316
+12
2127
$58.4K ﹤0.01%
960
+44
2128
$58.1K ﹤0.01%
898
+101
2129
$58K ﹤0.01%
695
2130
$58K ﹤0.01%
3,740
+79
2131
$58K ﹤0.01%
2,134
+365
2132
$57.7K ﹤0.01%
1,734
+58
2133
$57.7K ﹤0.01%
+878
2134
$57.6K ﹤0.01%
5,000
2135
$57.4K ﹤0.01%
4,354
+772
2136
$57.4K ﹤0.01%
5,950
-824
2137
$57K ﹤0.01%
1,205
-1,013
2138
$57K ﹤0.01%
1,216
+5
2139
$56.6K ﹤0.01%
496
-2,231
2140
$56.5K ﹤0.01%
754
-477
2141
$56.4K ﹤0.01%
264
+169
2142
$55.9K ﹤0.01%
+1,630
2143
$55.8K ﹤0.01%
2,626
+2,526
2144
$55.7K ﹤0.01%
1,361
-405
2145
$55.6K ﹤0.01%
1,424
+251
2146
$55.6K ﹤0.01%
868
+129
2147
$55.2K ﹤0.01%
3,782
+3,077
2148
$55.1K ﹤0.01%
355
+214
2149
$55K ﹤0.01%
336
+6
2150
$55K ﹤0.01%
6,996
-1,526
84 85
86
87 88