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
376
$222K 0.01%
3,587
-1,455
377
$220K 0.01%
10,040
+36
378
$214K 0.01%
+1,045
379
$213K 0.01%
+618
380
$212K 0.01%
+6,900
381
$211K 0.01%
+600
382
$211K 0.01%
+6,000
383
$209K 0.01%
3,646
+5
384
$208K 0.01%
+2,774
385
$207K 0.01%
+4,158
386
$206K 0.01%
+1,149
387
$206K 0.01%
713
-163
388
$205K 0.01%
1,250
-774
389
$204K 0.01%
+3,964
390
$202K 0.01%
3,583
+23
391
$202K 0.01%
3,571
+21
392
$201K 0.01%
3,475
393
$186K ﹤0.01%
9,015
+3,846
394
$180K ﹤0.01%
10,613
-3
395
$172K ﹤0.01%
5,570
396
$156K ﹤0.01%
358
397
$155K ﹤0.01%
12,434
-149
398
$155K ﹤0.01%
5,825
399
$155K ﹤0.01%
836
400
$151K ﹤0.01%
8,459
14 15
16
17 18