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
401
$16K ﹤0.01%
+479
402
$16K ﹤0.01%
744
403
$15K ﹤0.01%
300
404
$15K ﹤0.01%
164
405
$13K ﹤0.01%
2,255
-59
406
$13K ﹤0.01%
176
407
$12K ﹤0.01%
269
-44
408
$11K ﹤0.01%
1,280
409
$9K ﹤0.01%
295
410
$7K ﹤0.01%
378
411
$7K ﹤0.01%
200
-89
412
$5K ﹤0.01%
200
413
$5K ﹤0.01%
+200
414
$4K ﹤0.01%
400
415
$4K ﹤0.01%
100
416
$3K ﹤0.01%
46
417
$2K ﹤0.01%
37
418
$2K ﹤0.01%
95
419
$1K ﹤0.01%
33
-40
420
– –
-320
421
– –
-440
422
– –
-10
423
– –
-40
424
– –
-113
425
– –
-100
15 16
17
18 19