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
2151
$55K ﹤0.01%
704
2152
$54.7K ﹤0.01%
10,600
+6,600
2153
$54.2K ﹤0.01%
2,039
+1,993
2154
$54K ﹤0.01%
1,265
+160
2155
$53.9K ﹤0.01%
12,363
-2,244
2156
$53.9K ﹤0.01%
11,200
+7,655
2157
$53.7K ﹤0.01%
806
-5
2158
$53.6K ﹤0.01%
2,369
+11
2159
$53.6K ﹤0.01%
3,620
-14
2160
$53.5K ﹤0.01%
3,573
2161
$53.4K ﹤0.01%
970
-956
2162
$53.3K ﹤0.01%
+1,270
2163
$53.3K ﹤0.01%
1,455
+54
2164
$53.1K ﹤0.01%
839
+812
2165
$52.6K ﹤0.01%
185
+86
2166
$52.5K ﹤0.01%
1,000
2167
$52K ﹤0.01%
1,264
-794
2168
$51.7K ﹤0.01%
1,183
-16
2169
$51.7K ﹤0.01%
84
+49
2170
$51.4K ﹤0.01%
5,000
2171
$51.3K ﹤0.01%
1,065
+13
2172
$51.3K ﹤0.01%
257
+3
2173
$51.1K ﹤0.01%
3,375
+1,703
2174
$51.1K ﹤0.01%
3,015
+1,211
2175
$50.8K ﹤0.01%
266
-39
85 86
87
88 89