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
$2.21B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$20M
3
+$7.07M
4
DLR icon
Digital Realty Trust
DLR
+$7.03M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$6.14M

Top Sells

1
+$28.7M
2
+$9.28M
3
+$9.23M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.94M
5
LLY icon
Eli Lilly
LLY
+$4.54M

Sector Composition

1 Financials 12.86%
2 Technology 10.29%
3 Healthcare 8.18%
4 Industrials 7.13%
5 Consumer Discretionary 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.4M 0.97%
89,597
+535
27
$21.2M 0.96%
102,720
+5,193
28
$20.4M 0.92%
82,133
+19,439
29
$19.3M 0.87%
102,593
+10,016
30
$18.3M 0.83%
84,530
+1,630
31
$17.9M 0.81%
237,354
-8,504
32
$17.7M 0.8%
104,301
+5,545
33
$17.7M 0.8%
132,867
-4,715
34
$17.3M 0.78%
312,683
+82,330
35
$16.8M 0.76%
102,646
-3,575
36
$16.5M 0.74%
76,160
+2,341
37
$15.8M 0.71%
98,302
+10,572
38
$15.6M 0.7%
73,914
+7,711
39
$14.9M 0.67%
287,175
+6,025
40
$14.6M 0.66%
140,144
+19,556
41
$14.6M 0.66%
250,175
+31,720
42
$14.5M 0.66%
249,145
-46,719
43
$14.4M 0.65%
106,290
-1,247
44
$13.8M 0.62%
148,270
-1,974
45
$13.5M 0.61%
97,606
+2,261
46
$13.4M 0.6%
47,012
-1,858
47
$13.1M 0.59%
59,272
-2,319
48
$13M 0.59%
40,789
-65
49
$12.8M 0.58%
253,177
+121,481
50
$12.8M 0.58%
90,195
-20,558
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