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
401
$150K ﹤0.01%
130
402
$145K ﹤0.01%
649
-1,102
403
$144K ﹤0.01%
1,778
404
$137K ﹤0.01%
1,260
405
$134K ﹤0.01%
10,434
-104
406
$128K ﹤0.01%
6,000
407
$128K ﹤0.01%
11,907
-785
408
$127K ﹤0.01%
901
409
$125K ﹤0.01%
14,936
+10
410
$114K ﹤0.01%
2,825
411
$109K ﹤0.01%
660
412
$107K ﹤0.01%
3,147
413
$105K ﹤0.01%
6,000
414
$104K ﹤0.01%
1,000
415
$99.9K ﹤0.01%
2,334
416
$98.4K ﹤0.01%
75
417
$98.3K ﹤0.01%
450
418
$94.6K ﹤0.01%
1,396
419
$92.7K ﹤0.01%
625
420
$90K ﹤0.01%
2,000
421
$89.2K ﹤0.01%
270
422
$87.6K ﹤0.01%
300
423
$71.1K ﹤0.01%
1,125
424
$70.1K ﹤0.01%
11,234
425
$70K ﹤0.01%
623
15 16
17
18 19