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
2351
$31.4K ﹤0.01%
1,250
2352
$31.3K ﹤0.01%
2,213
-750
2353
$31.2K ﹤0.01%
338
+199
2354
$30.8K ﹤0.01%
1,604
+18
2355
$30.8K ﹤0.01%
+4,000
2356
$30.7K ﹤0.01%
1,616
-97
2357
$30.7K ﹤0.01%
452
+1
2358
$30.6K ﹤0.01%
712
2359
$30.5K ﹤0.01%
786
+75
2360
$30.4K ﹤0.01%
+700
2361
$30.4K ﹤0.01%
1,356
2362
$30.2K ﹤0.01%
249
2363
$30.2K ﹤0.01%
1,741
-25
2364
$30.1K ﹤0.01%
3,581
2365
$30.1K ﹤0.01%
493
+7
2366
$30K ﹤0.01%
2,073
2367
$30K ﹤0.01%
826
2368
$29.9K ﹤0.01%
611
-199
2369
$29.8K ﹤0.01%
272
+235
2370
$29.7K ﹤0.01%
993
+366
2371
$29.6K ﹤0.01%
+576
2372
$29.6K ﹤0.01%
644
+30
2373
$29.4K ﹤0.01%
425
-3
2374
$29.3K ﹤0.01%
+593
2375
$28.9K ﹤0.01%
620
-200
93 94
95
96 97