PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.96B
1-Year Return
8.8%
This Quarter Return
+6.93%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$3.99B
AUM Growth
+$266M
(+7.1%)
Cap. Flow
+$39.9M
Cap. Flow
% of AUM
1%
Top 10 Holdings %
Top 10 Hldgs %
32.77%
Holding
574
New
21
Increased
186
Reduced
163
Closed
16
Top Buys
| 1 |
Cisco
CSCO
|
$9.24M |
| 2 |
Linde
LIN
|
$9.11M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$6.41M |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$6.06M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$5.31M |
Top Sells
| 1 |
US Bancorp
USB
|
$12.6M |
| 2 |
ServiceNow
NOW
|
$7.11M |
| 3 |
Truist Financial
TFC
|
$6.76M |
| 4 |
Digital Realty Trust
DLR
|
$6.27M |
| 5 |
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% |
