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
301
$682K 0.01%
+18,759
302
$676K 0.01%
2,527
+2
303
$676K 0.01%
21,763
304
$649K 0.01%
3,908
+331
305
$628K 0.01%
3,909
306
$625K 0.01%
1,567
+84
307
$614K 0.01%
3,047
-48
308
$613K 0.01%
14,070
+13,179
309
$610K 0.01%
9,670
+20
310
$604K 0.01%
18,303
311
$598K 0.01%
14,792
312
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23,766
-131
313
$592K 0.01%
5,650
-46,623
314
$592K 0.01%
5,761
+2,982
315
$589K 0.01%
17,430
+4,357
316
$584K 0.01%
7,405
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317
$573K 0.01%
2,859
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318
$566K 0.01%
30,272
-8,059
319
$566K 0.01%
9,474
+146
320
$566K 0.01%
6,078
+21
321
$529K 0.01%
+6,907
322
$519K 0.01%
6,357
+67
323
$519K 0.01%
10,079
324
$517K 0.01%
1,720
-176
325
$512K 0.01%
9,609
+272
11 12
13
14 15