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
$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
26
$30M 0.75%
172,439
+21,609
27
$29.9M 0.75%
57,218
+92
28
$28.1M 0.7%
331,023
-36,974
29
$27.9M 0.7%
168,428
-393
30
$27.3M 0.68%
61,240
+4,315
31
$26.9M 0.67%
133,642
+3,237
32
$26.8M 0.67%
176,766
+34,802
33
$26.7M 0.67%
121,488
-3,091
34
$26.2M 0.66%
378,972
-5,537
35
$25.8M 0.65%
91,354
+4,704
36
$25.7M 0.64%
262,919
+62,069
37
$25.6M 0.64%
162,098
-6,798
38
$25.5M 0.64%
282,640
-18,565
39
$25.3M 0.63%
114,905
-58
40
$25.2M 0.63%
286,469
-2,014
41
$25M 0.63%
120,566
-581
42
$24.5M 0.61%
132,335
+6,927
43
$23.7M 0.59%
199,324
-9,797
44
$23.5M 0.59%
316,842
+20,449
45
$23.4M 0.59%
562,112
-1,032
46
$23.2M 0.58%
319,824
+14,124
47
$23.2M 0.58%
67,903
+9,532
48
$23.1M 0.58%
171,450
+1,136
49
$22.6M 0.57%
786,461
+125,242
50
$21.6M 0.54%
286,011
-10,239
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