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
301
$461K 0.01%
2,408
-30
302
$458K 0.01%
13,990
303
$457K 0.01%
5,240
-108
304
$448K 0.01%
16,494
305
$447K 0.01%
5,479
+168
306
$446K 0.01%
2,592
+200
307
$443K 0.01%
21,200
+1,500
308
$440K 0.01%
1,811
+769
309
$434K 0.01%
4,549
+11
310
$427K 0.01%
6,640
+6,630
311
$424K 0.01%
1,446
-16
312
$410K 0.01%
10,872
+1,261
313
$408K 0.01%
1,227
-169
314
$407K 0.01%
10,080
-137
315
$404K 0.01%
11,328
+245
316
$403K 0.01%
11,345
+709
317
$396K 0.01%
3,476
+956
318
$393K 0.01%
1,605
+49
319
$392K 0.01%
11,112
+598
320
$388K 0.01%
5,229
-762
321
$386K 0.01%
3,149
+61
322
$386K 0.01%
4,093
+2,563
323
$381K 0.01%
3,000
324
$362K 0.01%
2,616
+168
325
$349K 0.01%
18,612
-2,152
11 12
13
14 15