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
2301
$36K ﹤0.01%
667
-460
2302
$36K ﹤0.01%
2,687
2303
$35.7K ﹤0.01%
3,133
2304
$35.7K ﹤0.01%
460
+308
2305
$35.6K ﹤0.01%
1,586
+98
2306
$35.6K ﹤0.01%
5,170
-535
2307
$35.4K ﹤0.01%
2,557
-657
2308
$35.3K ﹤0.01%
740
+2
2309
$35.2K ﹤0.01%
+733
2310
$35.2K ﹤0.01%
1,581
2311
$35K ﹤0.01%
114
+97
2312
$34.9K ﹤0.01%
1,237
+163
2313
$34.9K ﹤0.01%
1,971
+33
2314
$34.9K ﹤0.01%
378
2315
$34.8K ﹤0.01%
1,732
-3,700
2316
$34.5K ﹤0.01%
821
-1,584
2317
$34.5K ﹤0.01%
475
+45
2318
$34.4K ﹤0.01%
222
+116
2319
$34.4K ﹤0.01%
9,133
+193
2320
$34.4K ﹤0.01%
228
-10
2321
$34.3K ﹤0.01%
+700
2322
$34.2K ﹤0.01%
2,935
-21
2323
$33.9K ﹤0.01%
+258
2324
$33.8K ﹤0.01%
326
-323
2325
$33.7K ﹤0.01%
2,250
-2,750
91 92
93
94 95