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
451
$40.2K ﹤0.01%
310
452
$40.1K ﹤0.01%
100
453
$39.8K ﹤0.01%
571
454
$38.5K ﹤0.01%
335
455
$37.6K ﹤0.01%
2,398
-36
456
$35K ﹤0.01%
204
-1,125
457
$33.1K ﹤0.01%
372
458
$31.7K ﹤0.01%
375
459
$31.2K ﹤0.01%
75
460
$31.1K ﹤0.01%
500
461
$30.7K ﹤0.01%
1,480
462
$29.4K ﹤0.01%
2,510
463
$28.9K ﹤0.01%
328
464
$28.8K ﹤0.01%
1,026
465
$27.3K ﹤0.01%
130
466
$27.2K ﹤0.01%
108
467
$24.4K ﹤0.01%
2,234
468
$23.5K ﹤0.01%
120
469
$23.5K ﹤0.01%
30
-280
470
$23.3K ﹤0.01%
2,000
471
$23.3K ﹤0.01%
180
472
$23.2K ﹤0.01%
357
473
$23K ﹤0.01%
65
474
$22.8K ﹤0.01%
145
475
$22.6K ﹤0.01%
130
17 18
19
20 21