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
401
$263K 0.01%
816
402
$261K 0.01%
1,238
403
$258K 0.01%
6,807
-36
404
$256K 0.01%
+2,317
405
$255K 0.01%
+3,170
406
$253K 0.01%
1,387
+30
407
$253K 0.01%
+910
408
$250K 0.01%
5,020
-489
409
$249K 0.01%
1,022
410
$249K 0.01%
2,104
+66
411
$249K 0.01%
3,483
412
$247K 0.01%
12,195
+6
413
$246K 0.01%
968
-54
414
$245K ﹤0.01%
513
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415
$244K ﹤0.01%
+2,041
416
$243K ﹤0.01%
3,780
-1,722
417
$241K ﹤0.01%
10,494
-11,850
418
$238K ﹤0.01%
4,450
+125
419
$238K ﹤0.01%
3,142
420
$233K ﹤0.01%
+2,081
421
$232K ﹤0.01%
2,718
-666
422
$231K ﹤0.01%
984
-597
423
$231K ﹤0.01%
2,040
424
$231K ﹤0.01%
4,357
425
$229K ﹤0.01%
+1,496
15 16
17
18 19