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
351
$271K 0.01%
5,163
352
$270K 0.01%
8,187
+67
353
$270K 0.01%
4,785
354
$268K 0.01%
2,912
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355
$262K 0.01%
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-134,869
356
$258K 0.01%
8,114
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357
$257K 0.01%
5,169
+4,424
358
$254K 0.01%
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359
$252K 0.01%
4,383
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360
$250K 0.01%
10,163
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361
$249K 0.01%
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362
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2,623
363
$244K 0.01%
5,050
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364
$239K 0.01%
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365
$238K 0.01%
+2,057
366
$229K 0.01%
+5,931
367
$227K 0.01%
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368
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369
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5,310
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370
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371
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372
$225K 0.01%
13,050
373
$225K 0.01%
+2,225
374
$224K 0.01%
8,553
-1,523
375
$223K 0.01%
14,720
-4,227
13 14
15
16 17