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
2276
$38.1K ﹤0.01%
234
+4
2277
$38.1K ﹤0.01%
405
+18
2278
$38K ﹤0.01%
269
-221
2279
$38K ﹤0.01%
744
+58
2280
$37.9K ﹤0.01%
1,188
+668
2281
$37.9K ﹤0.01%
2,947
-400
2282
$37.8K ﹤0.01%
5,008
+67
2283
$37.4K ﹤0.01%
12,000
2284
$37.3K ﹤0.01%
+602
2285
$37.3K ﹤0.01%
10,200
-154
2286
$37.3K ﹤0.01%
1,984
+1,750
2287
$37K ﹤0.01%
2,205
+1,187
2288
$36.9K ﹤0.01%
3,761
+15
2289
$36.7K ﹤0.01%
1,962
2290
$36.7K ﹤0.01%
2,133
+834
2291
$36.7K ﹤0.01%
+515
2292
$36.7K ﹤0.01%
3,250
2293
$36.6K ﹤0.01%
2,748
2294
$36.5K ﹤0.01%
4,517
2295
$36.5K ﹤0.01%
625
2296
$36.3K ﹤0.01%
1,562
-1,341
2297
$36.3K ﹤0.01%
2,107
-112
2298
$36.1K ﹤0.01%
362
-521
2299
$36.1K ﹤0.01%
2,077
2300
$36.1K ﹤0.01%
589
-81