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
$4.96B
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.6M
3
+$5.85M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.34M
5
ASML icon
ASML
ASML
+$4.98M

Top Sells

1
+$19.4M
2
+$11M
3
+$6.67M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$6.61M
5
DEO icon
Diageo
DEO
+$4.89M

Sector Composition

1 Technology 15.84%
2 Financials 14.43%
3 Healthcare 9.65%
4 Industrials 7.53%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.02M 0.04%
11,217
-572
227
$2M 0.04%
3,234
-63
228
$1.99M 0.04%
7,400
-720
229
$1.98M 0.04%
52,422
230
$1.97M 0.04%
25,257
+267
231
$1.97M 0.04%
+38,032
232
$1.92M 0.04%
31,688
233
$1.9M 0.04%
30,239
-309,277
234
$1.86M 0.04%
16,468
-190
235
$1.84M 0.04%
64,737
-3,007
236
$1.83M 0.04%
13,188
+31
237
$1.77M 0.04%
17,139
+654
238
$1.76M 0.04%
16,526
-392
239
$1.75M 0.04%
34,815
+64
240
$1.74M 0.04%
5,166
+131
241
$1.7M 0.03%
28,420
-3,104
242
$1.64M 0.03%
21,572
-5,392
243
$1.58M 0.03%
46,139
-16
244
$1.55M 0.03%
+57,128
245
$1.53M 0.03%
5,693
-167
246
$1.52M 0.03%
9,831
-703
247
$1.47M 0.03%
10,357
-869
248
$1.46M 0.03%
41,699
-19,487
249
$1.45M 0.03%
5,940
+1,015
250
$1.45M 0.03%
15,597
8 9
10
11 12