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
426
$227K ﹤0.01%
1,343
+10
427
$226K ﹤0.01%
3,803
+18
428
$222K ﹤0.01%
2,780
+75
429
$221K ﹤0.01%
+2,540
430
$221K ﹤0.01%
3,370
+60
431
$220K ﹤0.01%
8,266
432
$218K ﹤0.01%
1,900
-330
433
$217K ﹤0.01%
5,825
434
$214K ﹤0.01%
2,569
435
$214K ﹤0.01%
674
436
$213K ﹤0.01%
2,983
+218
437
$211K ﹤0.01%
2,216
438
$207K ﹤0.01%
2,772
+231
439
$204K ﹤0.01%
2,116
+30
440
$204K ﹤0.01%
+4,436
441
$201K ﹤0.01%
+2,759
442
$195K ﹤0.01%
2,386
443
$183K ﹤0.01%
3,523
444
$178K ﹤0.01%
11,541
+746
445
$174K ﹤0.01%
358
-417
446
$168K ﹤0.01%
15,000
447
$168K ﹤0.01%
901
448
$163K ﹤0.01%
705
-295
449
$162K ﹤0.01%
6,755
450
$158K ﹤0.01%
3,147
16 17
18
19 20