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
2376
$28.9K ﹤0.01%
514
+250
2377
$28.8K ﹤0.01%
+1,500
2378
$28.8K ﹤0.01%
257
-24
2379
$28.7K ﹤0.01%
1,500
+295
2380
$28.6K ﹤0.01%
130
-55
2381
$28.6K ﹤0.01%
+1,036
2382
$28.5K ﹤0.01%
1,101
+301
2383
$28.3K ﹤0.01%
875
-1,816
2384
$28.2K ﹤0.01%
576
+503
2385
$28.1K ﹤0.01%
1,000
2386
$27.7K ﹤0.01%
1,548
2387
$27.5K ﹤0.01%
9,270
-36,912
2388
$27.4K ﹤0.01%
1,530
-602
2389
$27.4K ﹤0.01%
+989
2390
$27.3K ﹤0.01%
301
2391
$27.2K ﹤0.01%
+338
2392
$27.1K ﹤0.01%
+2,337
2393
$27.1K ﹤0.01%
680
-7
2394
$27K ﹤0.01%
215
-54
2395
$26.9K ﹤0.01%
144
+69
2396
$26.9K ﹤0.01%
287
+110
2397
$26.9K ﹤0.01%
382
+175
2398
$26.9K ﹤0.01%
2,478
+29
2399
$26.9K ﹤0.01%
2,685
2400
$26.5K ﹤0.01%
2,244
+50
94 95
96
97 98