PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
1-Year Est. Return 8.8%
This Quarter Est. Return
1 Year Est. Return
+8.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
+$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Sells

1 +$3.5M
2 +$3.36M
3 +$2.19M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.13M
5
RTX icon
RTX Corp
RTX
+$1.56M

Sector Composition

1 Financials 13.09%
2 Technology 8.71%
3 Healthcare 8.06%
4 Industrials 7.01%
5 Consumer Staples 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$12.4M 0.89%
90,797
+1,675
27
$12.3M 0.88%
98,509
+3,924
28
$12.1M 0.87%
100,433
+2,209
29
$12.1M 0.87%
300,388
+4,016
30
$11.7M 0.84%
410,543
+37,686
31
$11.6M 0.84%
69,488
-3,644
32
$11.5M 0.83%
254,970
+2,037
33
$11.5M 0.82%
49,502
+6,981
34
$11.4M 0.82%
161,318
+8,291
35
$11.2M 0.8%
288,540
+5,935
36
$11M 0.79%
65,044
+2,134
37
$10.8M 0.78%
67,199
+6,497
38
$10.7M 0.77%
120,384
-11,992
39
$10.7M 0.77%
196,574
+4,694
40
$10.7M 0.77%
183,628
+15,308
41
$10.6M 0.76%
158,363
+5,452
42
$10.5M 0.75%
111,458
+10,037
43
$10.4M 0.75%
253,955
+65,984
44
$9.49M 0.68%
121,917
+963
45
$9.09M 0.65%
164,367
+5,494
46
$9.07M 0.65%
30,396
+50
47
$8.61M 0.62%
100,947
+17,931
48
$8.49M 0.61%
47,651
+5,743
49
$8.45M 0.61%
158,321
+11,479
50
$8.43M 0.61%
77,522
-4,021