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
251
$1.44M 0.03%
7,197
-16
252
$1.44M 0.03%
18,459
+16,664
253
$1.44M 0.03%
23,792
+282
254
$1.41M 0.03%
2,099
+24
255
$1.39M 0.03%
10,269
-285
256
$1.35M 0.03%
7,140
-64
257
$1.35M 0.03%
16,289
258
$1.32M 0.03%
18,554
+15,436
259
$1.31M 0.03%
18,886
-25,975
260
$1.29M 0.03%
2,584
+11
261
$1.23M 0.02%
2,602
262
$1.22M 0.02%
2,932
+45
263
$1.21M 0.02%
24,763
-4,130
264
$1.17M 0.02%
4,704
-315
265
$1.17M 0.02%
3,813
+26
266
$1.15M 0.02%
11,970
-320
267
$1.13M 0.02%
13,706
-699
268
$1.1M 0.02%
14,695
-911
269
$1.1M 0.02%
9,468
270
$1.1M 0.02%
16,590
+2,929
271
$1.05M 0.02%
10,826
+191
272
$1.05M 0.02%
20,587
+419
273
$1.05M 0.02%
8,537
-310
274
$1.04M 0.02%
27,815
-25,826
275
$1.04M 0.02%
4,105
-142
9 10
11
12 13