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
$71B
AUM Growth
+$4.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,835
New
Increased
Reduced
Closed

Top Buys

1
+$543M
2
+$381M
3
+$264M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$202M
5
AAPL icon
Apple
AAPL
+$180M

Top Sells

1
+$317M
2
+$238M
3
+$152M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$151M
5
GE icon
GE Aerospace
GE
+$127M

Sector Composition

1 Technology 24.7%
2 Financials 10.48%
3 Healthcare 9.94%
4 Consumer Discretionary 8.5%
5 Real Estate 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$789K ﹤0.01%
10,187
-2,300
2002
$789K ﹤0.01%
26,224
+4,860
2003
$789K ﹤0.01%
173,375
-1,575,154
2004
$789K ﹤0.01%
4,966
-9,273
2005
$787K ﹤0.01%
7,170
-18,012
2006
$787K ﹤0.01%
35,334
+2,164
2007
$786K ﹤0.01%
4,670
-2,262
2008
$786K ﹤0.01%
33,135
-200
2009
$783K ﹤0.01%
5,818
-280
2010
$780K ﹤0.01%
12,003
-17,677
2011
$779K ﹤0.01%
71,973
-10,800
2012
$779K ﹤0.01%
9,736
+3,131
2013
$778K ﹤0.01%
+4,366
2014
$778K ﹤0.01%
15,664
2015
$778K ﹤0.01%
52,951
-25,896
2016
$777K ﹤0.01%
+6,745
2017
$776K ﹤0.01%
35,649
-7,000
2018
$775K ﹤0.01%
5,529
+124
2019
$772K ﹤0.01%
23,712
-1,050
2020
$771K ﹤0.01%
+161,966
2021
$771K ﹤0.01%
1,282
-380
2022
$770K ﹤0.01%
8,878
-1,576
2023
$767K ﹤0.01%
21,308
+14,364
2024
$766K ﹤0.01%
124,000
-1,744
2025
$766K ﹤0.01%
4,006
+1,487
79 80
81
82 83