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
326
$232K 0.01%
4,917
327
$229K 0.01%
+996
328
$224K 0.01%
5,797
+5,686
329
$221K 0.01%
+1,135
330
$221K 0.01%
4,620
331
$218K 0.01%
9,612
+39
332
$216K 0.01%
9,720
+36
333
$215K 0.01%
2,429
-224
334
$211K 0.01%
+1,226
335
$211K 0.01%
2,985
+53
336
$206K 0.01%
1,248
-155
337
$205K 0.01%
880
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338
$201K 0.01%
+9,089
339
$200K 0.01%
933
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340
$191K 0.01%
12,588
341
$177K 0.01%
8,707
-4,093
342
$168K 0.01%
19,102
+1,270
343
$166K 0.01%
2,905
344
$160K 0.01%
11,148
-85,528
345
$157K 0.01%
12,824
346
$156K 0.01%
376
347
$144K 0.01%
2,864
+179
348
$140K 0.01%
9,849
349
$138K 0.01%
19,986
350
$119K 0.01%
1,915
12 13
14
15 16