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
276
$1.03M 0.02%
4,260
-579
277
$1.02M 0.02%
10,514
+203
278
$1M 0.02%
7,026
-185
279
$990K 0.02%
3,901
280
$982K 0.02%
6,851
-443
281
$960K 0.02%
4,055
+282
282
$922K 0.02%
11,074
283
$911K 0.02%
6,421
+103
284
$885K 0.02%
2,564
+224
285
$875K 0.02%
24,367
+45
286
$871K 0.02%
5,886
-99
287
$850K 0.02%
2,115
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288
$849K 0.02%
17,281
289
$842K 0.02%
5,884
290
$841K 0.02%
20,396
291
$812K 0.02%
4,450
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292
$799K 0.02%
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293
$780K 0.02%
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294
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6,305
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295
$746K 0.02%
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296
$739K 0.01%
4,697
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297
$715K 0.01%
23,436
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298
$704K 0.01%
23,934
-9,235
299
$702K 0.01%
14,864
-800
300
$689K 0.01%
405
10 11
12
13 14