Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $137B
1-Year Est. Return 11.46%
This Quarter Est. Return
1 Year Est. Return
+11.46%
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
1
$18B 15.16%
30,528,891
+1,237,481
2
$8.41B 7.09%
116,928,273
+5,962,724
3
$6.9B 5.82%
110,677,195
+3,648,144
4
$6.2B 5.23%
335,070,337
+25,640,221
5
$4.39B 3.71%
38,126,911
+1,786,495
6
$4.06B 3.42%
23,157,086
+808,616
7
$3.29B 2.78%
73,383,975
+68,916,062
8
$3.29B 2.77%
37,642,246
+1,678,118
9
$3.16B 2.67%
5,396,952
+80,581
10
$2.92B 2.46%
66,243,600
+4,472,184
11
$2.76B 2.33%
57,787,574
+3,878,793
12
$2.28B 1.93%
32,487,533
+2,131,135
13
$2.13B 1.79%
20,141,216
+684,898
14
$1.94B 1.64%
41,141,397
+2,083,900
15
$1.69B 1.42%
33,640,287
+973,892
16
$1.61B 1.36%
3,148,873
+36,434
17
$1.53B 1.29%
5,792,473
+196,187
18
$1.04B 0.88%
1,936,330
+176,114
19
$1.01B 0.85%
10,429,324
+920,300
20
$988M 0.83%
21,859,149
+1,371,825
21
$914M 0.77%
17,512,108
+789,811
22
$868M 0.73%
3,466,216
+11,321
23
$816M 0.69%
7,088,200
-134,774
24
$806M 0.68%
9,050,612
+544,268
25
$789M 0.67%
13,968,533
-214,145
1
2 3 4 5