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
2201
$48K ﹤0.01%
1,900
2202
$47.9K ﹤0.01%
519
+29
2203
$47.8K ﹤0.01%
3,000
-230
2204
$47.6K ﹤0.01%
1,853
2205
$47.1K ﹤0.01%
3,500
2206
$46.9K ﹤0.01%
1,468
+348
2207
$46.7K ﹤0.01%
1,350
+173
2208
$46.6K ﹤0.01%
449
2209
$46.6K ﹤0.01%
+3,015
2210
$46.5K ﹤0.01%
4,448
2211
$46.5K ﹤0.01%
+1,000
2212
$46.3K ﹤0.01%
625
-1,214
2213
$46.1K ﹤0.01%
1,978
+170
2214
$45.7K ﹤0.01%
5,120
-2,476
2215
$45.5K ﹤0.01%
176
+172
2216
$45.4K ﹤0.01%
828
+486
2217
$45.3K ﹤0.01%
701
-347
2218
$45.2K ﹤0.01%
+3,441
2219
$44.5K ﹤0.01%
+974
2220
$44.2K ﹤0.01%
1,532
-350
2221
$44K ﹤0.01%
1,768
+1,398
2222
$43.7K ﹤0.01%
655
2223
$43.5K ﹤0.01%
1,359
+303
2224
$43.5K ﹤0.01%
126
2225
$43.3K ﹤0.01%
4,020
-1,230
87 88
89
90 91