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
26
$35.6M 0.72%
292,878
-163
27
$35.5M 0.72%
171,020
-2,958
28
$34.7M 0.7%
68,570
+1,169
29
$33.5M 0.68%
202,460
-901
30
$32.4M 0.65%
39,198
+3,916
31
$32.2M 0.65%
171,254
-7,118
32
$31.5M 0.64%
141,683
+1,315
33
$31.1M 0.63%
189,291
+22,991
34
$30.1M 0.61%
402,838
+235,727
35
$29.1M 0.59%
171,154
-3,491
36
$29M 0.58%
579,569
+14,745
37
$28.8M 0.58%
353,697
+23,108
38
$28.8M 0.58%
104,545
+103
39
$28.5M 0.58%
56,870
-20
40
$28.4M 0.57%
92,947
-1,677
41
$27.9M 0.56%
97,289
-2,631
42
$27.8M 0.56%
180,864
+5,404
43
$27.4M 0.55%
30,857
-327
44
$27M 0.54%
101,870
+789
45
$26.6M 0.54%
594,759
+23,528
46
$25.6M 0.52%
103,034
-890
47
$25.2M 0.51%
488,467
+23,557
48
$24.9M 0.5%
49,031
+780
49
$24.3M 0.49%
427,286
-3,693
50
$23.6M 0.47%
52,438
-957
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