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
$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
476
$21.9K ﹤0.01%
547
477
$21.5K ﹤0.01%
1,145
478
$21.2K ﹤0.01%
175
479
$18.4K ﹤0.01%
2,255
480
$18.4K ﹤0.01%
+10,487
481
$16.4K ﹤0.01%
206
482
$16.3K ﹤0.01%
325
483
$16.3K ﹤0.01%
96
484
$16.3K ﹤0.01%
146
485
$16.2K ﹤0.01%
1,291
486
$16K ﹤0.01%
497
487
$16K ﹤0.01%
190
488
$15.8K ﹤0.01%
70
-5,694
489
$15.5K ﹤0.01%
376
490
$15.4K ﹤0.01%
479
491
$15K ﹤0.01%
285
492
$14.8K ﹤0.01%
50
493
$14.8K ﹤0.01%
130
494
$14K ﹤0.01%
160
495
$13.7K ﹤0.01%
895
496
$13.2K ﹤0.01%
220
497
$13.1K ﹤0.01%
1,200
498
$11.6K ﹤0.01%
176
499
$10.1K ﹤0.01%
1,280
500
$9.19K ﹤0.01%
124