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
276
$378K 0.02%
912
-13
277
$371K 0.02%
1,052
-66
278
$369K 0.02%
1,238
+226
279
$369K 0.02%
11,583
-129,286
280
$368K 0.02%
21,774
281
$366K 0.02%
8,000
+303
282
$362K 0.02%
1,788
+159
283
$344K 0.02%
2,906
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284
$342K 0.02%
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-338
285
$341K 0.02%
6,978
-1,250
286
$340K 0.02%
4,369
+191
287
$338K 0.02%
3,708
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288
$336K 0.02%
1,282
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289
$334K 0.02%
43,511
290
$326K 0.01%
1,986
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291
$318K 0.01%
1,342
292
$315K 0.01%
1,986
-1,485
293
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19,424
294
$314K 0.01%
631
-51
295
$310K 0.01%
3,132
+275
296
$308K 0.01%
10,052
+32
297
$307K 0.01%
3,928
-688
298
$304K 0.01%
1,462
-129
299
$303K 0.01%
6,284
-1,799
300
$301K 0.01%
10,000
10 11
12
13 14