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
451
$152K ﹤0.01%
2,710
452
$147K ﹤0.01%
836
453
$146K ﹤0.01%
14,720
454
$139K ﹤0.01%
400
455
$139K ﹤0.01%
6,000
+4,000
456
$139K ﹤0.01%
7,973
-1,530
457
$136K ﹤0.01%
9,122
-3,312
458
$134K ﹤0.01%
2,665
459
$132K ﹤0.01%
1,125
460
$127K ﹤0.01%
209
461
$123K ﹤0.01%
1,373
-2
462
$118K ﹤0.01%
1,075
463
$114K ﹤0.01%
7,940
464
$112K ﹤0.01%
623
-1,183
465
$112K ﹤0.01%
400
-2,208
466
$103K ﹤0.01%
450
467
$96.5K ﹤0.01%
4,446
468
$91.8K ﹤0.01%
75
469
$91.1K ﹤0.01%
270
470
$90K ﹤0.01%
2,571
471
$89.8K ﹤0.01%
300
472
$85.8K ﹤0.01%
1,467
473
$81.5K ﹤0.01%
1,599
474
$74.7K ﹤0.01%
625
475
$73.9K ﹤0.01%
296
17 18
19
20 21