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
2401
$26.5K ﹤0.01%
3,847
2402
$26.5K ﹤0.01%
822
2403
$26.4K ﹤0.01%
366
2404
$26.3K ﹤0.01%
1,154
+29
2405
$26.3K ﹤0.01%
292
2406
$26.1K ﹤0.01%
737
2407
$26K ﹤0.01%
2,247
-588
2408
$26K ﹤0.01%
772
-542
2409
$26K ﹤0.01%
1,442
-480
2410
$25.9K ﹤0.01%
191
+145
2411
$25.9K ﹤0.01%
217
-17
2412
$25.7K ﹤0.01%
418
-139
2413
$25.6K ﹤0.01%
+1,200
2414
$25.5K ﹤0.01%
2,000
2415
$25.3K ﹤0.01%
326
-17,293
2416
$25.2K ﹤0.01%
551
+406
2417
$25.2K ﹤0.01%
+594
2418
$25.1K ﹤0.01%
1,243
+253
2419
$25.1K ﹤0.01%
152
-1,508
2420
$25K ﹤0.01%
2,446
-36
2421
$24.9K ﹤0.01%
600
-493
2422
$24.7K ﹤0.01%
+750
2423
$24.7K ﹤0.01%
2,206
2424
$24.7K ﹤0.01%
100
-122
2425
$24.6K ﹤0.01%
216
+11
95 96
97
98 99