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
2251
$40.7K ﹤0.01%
1,721
-388
2252
$40.6K ﹤0.01%
842
-34
2253
$40.5K ﹤0.01%
443
+308
2254
$40.3K ﹤0.01%
465
2255
$40.3K ﹤0.01%
450
+290
2256
$40.1K ﹤0.01%
875
2257
$40K ﹤0.01%
1,669
-350
2258
$39.9K ﹤0.01%
898
+190
2259
$39.9K ﹤0.01%
128
+14
2260
$39.6K ﹤0.01%
1,000
-15
2261
$39.4K ﹤0.01%
1,629
+1,623
2262
$39.3K ﹤0.01%
213
2263
$39.2K ﹤0.01%
3,458
+139
2264
$39.1K ﹤0.01%
4,018
+3,078
2265
$38.9K ﹤0.01%
1,150
-291
2266
$38.7K ﹤0.01%
+2,262
2267
$38.6K ﹤0.01%
4,583
2268
$38.5K ﹤0.01%
1,100
-577
2269
$38.5K ﹤0.01%
5,750
-375
2270
$38.3K ﹤0.01%
281
+180
2271
$38.3K ﹤0.01%
2,889
+201
2272
$38.2K ﹤0.01%
656
-206
2273
$38.2K ﹤0.01%
4,145
+2,566
2274
$38.2K ﹤0.01%
2,253
+106
2275
$38.2K ﹤0.01%
2,697
89 90
91
92 93