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
476
$73.4K ﹤0.01%
288
477
$68.7K ﹤0.01%
442
478
$67.7K ﹤0.01%
895
479
$65.4K ﹤0.01%
1,480
480
$63.3K ﹤0.01%
53
-31
481
$60.3K ﹤0.01%
1,750
482
$58.6K ﹤0.01%
560
483
$56.6K ﹤0.01%
2,000
+1,000
484
$56.5K ﹤0.01%
250
485
$54.9K ﹤0.01%
413
486
$52.8K ﹤0.01%
1,026
-4,227
487
$51.4K ﹤0.01%
664
488
$48K ﹤0.01%
100
489
$46K ﹤0.01%
190
490
$44.8K ﹤0.01%
6,000
491
$42.3K ﹤0.01%
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492
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$37.1K ﹤0.01%
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494
$34.6K ﹤0.01%
373
495
$30.8K ﹤0.01%
328
496
$30.8K ﹤0.01%
2,510
497
$28.6K ﹤0.01%
100
498
$26.8K ﹤0.01%
494
499
$26.1K ﹤0.01%
730
500
$23.3K ﹤0.01%
2,000