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
426
$68.1K ﹤0.01%
209
427
$67.8K ﹤0.01%
1,050
428
$67.2K ﹤0.01%
1,599
429
$65.5K ﹤0.01%
1,170
430
$65.4K ﹤0.01%
250
431
$62.9K ﹤0.01%
323
432
$62.3K ﹤0.01%
1,075
433
$60.5K ﹤0.01%
445
434
$57.5K ﹤0.01%
1,000
435
$56.6K ﹤0.01%
+4,000
436
$56.1K ﹤0.01%
560
437
$52.9K ﹤0.01%
2,420
438
$52K ﹤0.01%
490
439
$50.6K ﹤0.01%
135
440
$50K ﹤0.01%
335
441
$49.6K ﹤0.01%
296
442
$45.9K ﹤0.01%
442
443
$45K ﹤0.01%
200
444
$43.4K ﹤0.01%
1,102
445
$42.8K ﹤0.01%
630
446
$42.5K ﹤0.01%
3,051
447
$41.8K ﹤0.01%
130
448
$41K ﹤0.01%
245
449
$40.6K ﹤0.01%
485
450
$40.3K ﹤0.01%
6,000