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
301
$299K 0.01%
1,481
-967
302
$299K 0.01%
3,792
303
$295K 0.01%
5,536
+1,618
304
$294K 0.01%
1,325
+39
305
$293K 0.01%
691
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306
$291K 0.01%
1,519
-121
307
$289K 0.01%
730
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308
$286K 0.01%
10,736
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309
$285K 0.01%
1,757
-284
310
$283K 0.01%
2,106
-98
311
$278K 0.01%
1,500
312
$271K 0.01%
+1,789
313
$269K 0.01%
+5,184
314
$268K 0.01%
2,307
315
$263K 0.01%
1,579
-1,280
316
$257K 0.01%
2,823
317
$255K 0.01%
10,477
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318
$252K 0.01%
+1,320
319
$252K 0.01%
8,500
320
$248K 0.01%
936
-68
321
$248K 0.01%
4,585
-1,461
322
$246K 0.01%
+2,582
323
$244K 0.01%
2,848
-230
324
$239K 0.01%
+8,595
325
$233K 0.01%
+2,620
11 12
13
14 15