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
2026
$729K ﹤0.01%
5,159
-628
2027
$728K ﹤0.01%
29,560
-8,529
2028
$727K ﹤0.01%
6,477
+3,021
2029
$724K ﹤0.01%
15,400
-2,608
2030
$721K ﹤0.01%
13,684
-150
2031
$719K ﹤0.01%
+33,995
2032
$719K ﹤0.01%
40,335
-1,200
2033
$719K ﹤0.01%
4,263
-28
2034
$718K ﹤0.01%
10,063
-903
2035
$715K ﹤0.01%
13,711
+5,208
2036
$715K ﹤0.01%
2,942
-1,568
2037
$715K ﹤0.01%
13,820
-16,678
2038
$712K ﹤0.01%
15,541
-1,422
2039
$711K ﹤0.01%
14,418
-455
2040
$707K ﹤0.01%
6,133
-422
2041
$706K ﹤0.01%
51,227
-11,875
2042
$705K ﹤0.01%
10,648
-12,289
2043
$703K ﹤0.01%
40,991
-1,275
2044
$700K ﹤0.01%
38,190
-491
2045
$698K ﹤0.01%
18,495
-255
2046
$697K ﹤0.01%
17,571
-93
2047
$696K ﹤0.01%
26,733
+15,303
2048
$693K ﹤0.01%
30,492
-29,651
2049
$691K ﹤0.01%
21,301
-14,850
2050
$688K ﹤0.01%
24,300
-345
80 81
82
83 84