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
201
$49.9M 0.04%
709,399
+25,486
202
$49M 0.04%
236,763
+86,619
203
$48.4M 0.04%
458,632
+39,072
204
$48.4M 0.04%
219,098
+11,280
205
$48.2M 0.04%
389,238
+15,112
206
$48.2M 0.04%
774,413
+7,538
207
$48.2M 0.04%
638,031
+34,559
208
$48.2M 0.04%
295,741
+9,344
209
$47.1M 0.04%
206,503
+4,205
210
$47M 0.04%
582,993
+973
211
$46.6M 0.04%
252,169
+33,139
212
$46.5M 0.04%
166,091
+3,494
213
$46.3M 0.04%
466,813
+15,511
214
$46.2M 0.04%
1,468,424
-73,970
215
$45.9M 0.04%
798,695
+24,999
216
$45.7M 0.04%
841,140
+32,531
217
$45.6M 0.04%
352,942
+34,863
218
$45.6M 0.04%
243,306
+7,794
219
$45.4M 0.04%
628,710
+128,650
220
$45.1M 0.04%
71,562
+5,251
221
$44.9M 0.04%
105,938
+1,055
222
$44.7M 0.04%
1,155,722
+199,816
223
$44.5M 0.04%
1,380,266
+31,361
224
$44.5M 0.04%
206,366
-5,145
225
$44.4M 0.04%
200,847
+2,937
7 8
9
10 11