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
376
$40K ﹤0.01%
1,000
377
$40K ﹤0.01%
350
378
$36K ﹤0.01%
1,026
379
$35K ﹤0.01%
127
380
$34K ﹤0.01%
20
381
$32K ﹤0.01%
225
382
$30K ﹤0.01%
2,000
383
$30K ﹤0.01%
1,400
384
$28K ﹤0.01%
2,234
385
$26K ﹤0.01%
385
-36,448
386
$25K ﹤0.01%
700
387
$25K ﹤0.01%
368
-357
388
$24K ﹤0.01%
270
389
$24K ﹤0.01%
625
-716
390
$22K ﹤0.01%
590
391
$20K ﹤0.01%
1,000
392
$19K ﹤0.01%
240
393
$19K ﹤0.01%
637
394
$19K ﹤0.01%
339
395
$19K ﹤0.01%
360
396
$17K ﹤0.01%
350
397
$17K ﹤0.01%
105
-1,313
398
$17K ﹤0.01%
566
399
$16K ﹤0.01%
311
400
$16K ﹤0.01%
555
14 15
16
17 18