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
$2.21B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$20M
3
+$7.07M
4
DLR icon
Digital Realty Trust
DLR
+$7.03M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$6.14M

Top Sells

1
+$28.7M
2
+$9.28M
3
+$9.23M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.94M
5
LLY icon
Eli Lilly
LLY
+$4.54M

Sector Composition

1 Financials 12.86%
2 Technology 10.29%
3 Healthcare 8.18%
4 Industrials 7.13%
5 Consumer Discretionary 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$545K 0.02%
11,020
+2,247
252
$544K 0.02%
11,770
+290
253
$543K 0.02%
8,462
+19
254
$535K 0.02%
5,843
+2,088
255
$502K 0.02%
1,727
+30
256
$489K 0.02%
10,966
-368
257
$479K 0.02%
5,612
+12
258
$476K 0.02%
6,154
-1,984
259
$476K 0.02%
1,825
-60
260
$469K 0.02%
2,226
+405
261
$462K 0.02%
853
+61
262
$454K 0.02%
8,267
+6
263
$451K 0.02%
1,535
+661
264
$444K 0.02%
5,460
-9
265
$423K 0.02%
3,963
-232
266
$418K 0.02%
3,741
+813
267
$418K 0.02%
3,784
-2
268
$405K 0.02%
9,725
269
$405K 0.02%
2,689
-22
270
$404K 0.02%
2,888
+485
271
$399K 0.02%
4,114
-141
272
$386K 0.02%
1
273
$382K 0.02%
7,804
-2,508
274
$382K 0.02%
5,281
-615
275
$380K 0.02%
2,265
-513
9 10
11
12 13