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
$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
EFX icon
476
Equifax
EFX
$28B
$73.4K ﹤0.01%
288
RJF icon
477
Raymond James Financial
RJF
$32.2B
$68.7K ﹤0.01%
442
PLTR icon
478
Palantir
PLTR
$423B
$67.7K ﹤0.01%
895
IBKR icon
479
Interactive Brokers
IBKR
$29.5B
$65.4K ﹤0.01%
1,480
WFC.PRL icon
480
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.95B
$63.3K ﹤0.01%
53
-31
CADE icon
481
Cadence Bank
CADE
$6.81B
$60.3K ﹤0.01%
1,750
CHD icon
482
Church & Dwight Co
CHD
$21.6B
$58.6K ﹤0.01%
560
SCHK icon
483
Schwab 1000 Index ETF
SCHK
$4.64B
$56.6K ﹤0.01%
2,000
+1,000
MKTX icon
484
MarketAxess Holdings
MKTX
$6.4B
$56.5K ﹤0.01%
250
HES
485
DELISTED
Hess
HES
$54.9K ﹤0.01%
413
FBK icon
486
FB Financial Corp
FBK
$2.79B
$52.8K ﹤0.01%
1,026
-4,227
PFG icon
487
Principal Financial Group
PFG
$17.5B
$51.4K ﹤0.01%
664
FDS icon
488
Factset
FDS
$10.8B
$48K ﹤0.01%
100
SMH icon
489
VanEck Semiconductor ETF
SMH
$34.9B
$46K ﹤0.01%
190
UA icon
490
Under Armour Class C
UA
$1.98B
$44.8K ﹤0.01%
6,000
SGRY icon
491
Surgery Partners
SGRY
$2.64B
$42.3K ﹤0.01%
2,000
SOLV icon
492
Solventum
SOLV
$12.5B
$39.8K ﹤0.01%
602
AMPH icon
493
Amphastar Pharmaceuticals
AMPH
$1.11B
$37.1K ﹤0.01%
1,000
MOAT icon
494
VanEck Morningstar Wide Moat ETF
MOAT
$15.4B
$34.6K ﹤0.01%
373
WEC icon
495
WEC Energy
WEC
$37.6B
$30.8K ﹤0.01%
328
NVG icon
496
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.64B
$30.8K ﹤0.01%
2,510
ROK icon
497
Rockwell Automation
ROK
$39.1B
$28.6K ﹤0.01%
100
BAM icon
498
Brookfield Asset Management
BAM
$87.4B
$26.8K ﹤0.01%
494
RNST icon
499
Renasant Corp
RNST
$3.24B
$26.1K ﹤0.01%
730
MHD icon
500
BlackRock MuniHoldings Fund
MHD
$612M
$23.3K ﹤0.01%
2,000