PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.99B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$9.11M
3
+$6.41M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.06M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.31M

Top Sells

1
+$12.6M
2
+$7.11M
3
+$6.76M
4
DLR icon
Digital Realty Trust
DLR
+$6.27M
5
NVDA icon
NVIDIA
NVDA
+$5.08M

Sector Composition

1 Technology 16.56%
2 Financials 12.83%
3 Healthcare 11.49%
4 Industrials 7.88%
5 Consumer Discretionary 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.33M 0.03%
50,605
-64
227
$1.33M 0.03%
36,491
228
$1.3M 0.03%
23,201
+140
229
$1.3M 0.03%
27,003
230
$1.29M 0.03%
17,359
-660
231
$1.29M 0.03%
9,049
+309
232
$1.29M 0.03%
37,700
+136
233
$1.22M 0.03%
16,289
234
$1.17M 0.03%
3,364
+134
235
$1.15M 0.03%
10,277
+82
236
$1.14M 0.03%
66,106
+332
237
$1.13M 0.03%
5,473
-5
238
$1.11M 0.03%
2,428
-87
239
$1.09M 0.03%
17,707
-100
240
$1.06M 0.03%
2,727
+12
241
$1.05M 0.03%
8,476
+8
242
$1.04M 0.03%
4,157
-7
243
$1.03M 0.03%
13,661
-72
244
$995K 0.02%
11,495
+15
245
$986K 0.02%
14,248
246
$921K 0.02%
3,518
-57
247
$909K 0.02%
5,713
-42
248
$907K 0.02%
12,081
+759
249
$903K 0.02%
5,334
-26
250
$879K 0.02%
6,623
-97
8 9
10
11 12