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
2226
$43.3K ﹤0.01%
122
+17
2227
$43.1K ﹤0.01%
2,889
-2,729
2228
$43.1K ﹤0.01%
1,316
2229
$43K ﹤0.01%
2,845
2230
$43K ﹤0.01%
4,229
+2,068
2231
$43K ﹤0.01%
36
-35
2232
$43K ﹤0.01%
1,294
-1,000
2233
$42.8K ﹤0.01%
520
-136
2234
$42.7K ﹤0.01%
6,142
2235
$42.6K ﹤0.01%
1,090
2236
$42.2K ﹤0.01%
889
-398
2237
$42.1K ﹤0.01%
163
+160
2238
$42K ﹤0.01%
2,226
+3
2239
$41.9K ﹤0.01%
11,768
+228
2240
$41.6K ﹤0.01%
333
+49
2241
$41.6K ﹤0.01%
11,746
-2,876
2242
$41.5K ﹤0.01%
+426
2243
$41.4K ﹤0.01%
347
+184
2244
$41.2K ﹤0.01%
127
+82
2245
$41.1K ﹤0.01%
1,919
-653
2246
$40.9K ﹤0.01%
4,276
+108
2247
$40.9K ﹤0.01%
652
-7,328
2248
$40.8K ﹤0.01%
+27,400
2249
$40.8K ﹤0.01%
1,000
+951
2250
$40.8K ﹤0.01%
+2,273
88 89
90
91 92