Prudential Financial

Prudential Financial Portfolio holdings

AUM $84.1B
1-Year Est. Return 24.17%
This Quarter Est. Return
1 Year Est. Return
+24.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.3B
AUM Growth
-$5.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,747
New
Increased
Reduced
Closed

Top Buys

1
+$189M
2
+$170M
3
+$161M
4
DIS icon
Walt Disney
DIS
+$154M
5
COST icon
Costco
COST
+$152M

Top Sells

1
+$500M
2
+$260M
3
+$215M
4
IYH icon
iShares US Healthcare ETF
IYH
+$186M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$160M

Sector Composition

1 Technology 21.06%
2 Healthcare 11.71%
3 Financials 11.29%
4 Consumer Discretionary 9.65%
5 Communication Services 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$763K ﹤0.01%
7,244
-176
2002
$762K ﹤0.01%
5,533
+475
2003
$761K ﹤0.01%
16,400
2004
$761K ﹤0.01%
4,093
+32
2005
$761K ﹤0.01%
33,287
-515
2006
$760K ﹤0.01%
51,230
-1,066
2007
$759K ﹤0.01%
1,711
-52,306
2008
$758K ﹤0.01%
48,862
-100
2009
$754K ﹤0.01%
13,929
2010
$751K ﹤0.01%
34,087
+1,920
2011
$744K ﹤0.01%
4,453
-161
2012
$742K ﹤0.01%
9,366
-245
2013
$741K ﹤0.01%
34,489
-4,378
2014
$741K ﹤0.01%
9,000
-10
2015
$740K ﹤0.01%
31,782
-35,754
2016
$739K ﹤0.01%
+5,288
2017
$737K ﹤0.01%
19,643
+10,163
2018
$737K ﹤0.01%
32,332
-305
2019
$737K ﹤0.01%
23,347
-308
2020
$736K ﹤0.01%
29,718
+15,934
2021
$735K ﹤0.01%
11,985
+3,819
2022
$733K ﹤0.01%
19,843
+2,769
2023
$731K ﹤0.01%
35,914
-450
2024
$731K ﹤0.01%
23,856
-362
2025
$730K ﹤0.01%
34,787
-600
79 80
81
82 83