PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.96B
1-Year Return
8.8%
This Quarter Return
+2.13%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$4.67B
AUM Growth
+$54.5M
(+1.2%)
Cap. Flow
+$14.8M
Cap. Flow
% of AUM
0.32%
Top 10 Holdings %
Top 10 Hldgs %
32.93%
Holding
552
New
22
Increased
181
Reduced
163
Closed
17
Top Buys
| 1 |
Exxon Mobil
XOM
|
$11.3M |
| 2 |
Invesco Short Term Treasury ETF
TBLL
|
$8.46M |
| 3 |
Novo Nordisk
NVO
|
$8.2M |
| 4 |
Zoetis
ZTS
|
$6.92M |
| 5 |
Fastenal
FAST
|
$4.93M |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
$9.68M |
| 2 |
Eaton
ETN
|
$8.07M |
| 3 |
Charles Schwab
SCHW
|
$6.67M |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$6.21M |
| 5 |
Eli Lilly
LLY
|
$4.96M |
Sector Composition
| 1 | Technology | 16.6% |
| 2 | Financials | 13.38% |
| 3 | Healthcare | 10.95% |
| 4 | Industrials | 7.37% |
| 5 | Consumer Discretionary | 6.78% |
