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
351
$397K 0.01%
8,525
352
$396K 0.01%
11,417
-1,422
353
$394K 0.01%
2,805
354
$391K 0.01%
4,095
+1,410
355
$389K 0.01%
2,278
-123
356
$388K 0.01%
8,159
357
$383K 0.01%
6,943
+1,253
358
$383K 0.01%
13,806
+9,218
359
$372K 0.01%
3,121
-1,509
360
$369K 0.01%
2,781
361
$366K 0.01%
1,198
-553
362
$361K 0.01%
9,995
+1,024
363
$354K 0.01%
9,036
+383
364
$352K 0.01%
6,350
+17
365
$347K 0.01%
9,267
366
$345K 0.01%
4,854
-54
367
$343K 0.01%
5,118
+265
368
$341K 0.01%
3,053
+28
369
$336K 0.01%
2,315
+74
370
$334K 0.01%
+5,730
371
$328K 0.01%
8,335
372
$327K 0.01%
17,249
-1,841
373
$323K 0.01%
11,665
-600
374
$323K 0.01%
4,394
+472
375
$320K 0.01%
3,233
+125
13 14
15
16 17