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
$3.99B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$9.11M
3
+$6.41M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.06M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.31M

Top Sells

1
+$12.6M
2
+$7.11M
3
+$6.76M
4
DLR icon
Digital Realty Trust
DLR
+$6.27M
5
NVDA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$647K 0.02%
7,808
-1,097
277
$646K 0.02%
4,883
-93
278
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37,798
-84
279
$637K 0.02%
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280
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24,322
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282
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283
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284
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285
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287
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288
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293
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295
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6,955
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296
$489K 0.01%
15,032
297
$481K 0.01%
4,762
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298
$480K 0.01%
405
299
$475K 0.01%
9,365
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300
$469K 0.01%
1,240
10 11
12
13 14