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
2326
$33.4K ﹤0.01%
1,506
+1
2327
$33.4K ﹤0.01%
431
+325
2328
$33.4K ﹤0.01%
+969
2329
$33.3K ﹤0.01%
692
+173
2330
$33.3K ﹤0.01%
169
+148
2331
$33.2K ﹤0.01%
2,105
+145
2332
$33.2K ﹤0.01%
1,960
+172
2333
$33.2K ﹤0.01%
103
2334
$33K ﹤0.01%
2,779
+2,719
2335
$32.9K ﹤0.01%
3,398
2336
$32.6K ﹤0.01%
780
+750
2337
$32.5K ﹤0.01%
554
-8
2338
$32.3K ﹤0.01%
1,174
-66
2339
$32.3K ﹤0.01%
382
+37
2340
$32.3K ﹤0.01%
1,652
2341
$32.1K ﹤0.01%
132
+7
2342
$32.1K ﹤0.01%
310
+158
2343
$32K ﹤0.01%
3,000
2344
$32K ﹤0.01%
1,007
-1,072
2345
$32K ﹤0.01%
16,747
-18,732
2346
$31.9K ﹤0.01%
260
2347
$31.7K ﹤0.01%
445
2348
$31.7K ﹤0.01%
255
+36
2349
$31.7K ﹤0.01%
191
+6
2350
$31.6K ﹤0.01%
341
-156
92 93
94
95 96