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
351
$111K 0.01%
2,362
+155
352
$111K 0.01%
702
-50,203
353
$97K ﹤0.01%
1,094
-17,195
354
$91K ﹤0.01%
2,564
355
$85K ﹤0.01%
1,595
356
$85K ﹤0.01%
729
357
$73K ﹤0.01%
2,334
358
$73K ﹤0.01%
4,474
359
$60K ﹤0.01%
2,524
360
$60K ﹤0.01%
750
361
$58K ﹤0.01%
3,591
362
$58K ﹤0.01%
2,000
363
$56K ﹤0.01%
1,599
364
$56K ﹤0.01%
835
365
$55K ﹤0.01%
2,139
-531
366
$54K ﹤0.01%
1,450
-217
367
$53K ﹤0.01%
3,700
368
$53K ﹤0.01%
783
-260
369
$52K ﹤0.01%
406
370
$51K ﹤0.01%
3,051
371
$46K ﹤0.01%
660
372
$44K ﹤0.01%
1,102
373
$42K ﹤0.01%
2,510
374
$41K ﹤0.01%
1,000
375
$41K ﹤0.01%
1,892
13 14
15
16 17