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
526
$3.36K ﹤0.01%
29
527
$3.36K ﹤0.01%
350
528
$3.18K ﹤0.01%
22
529
$2.91K ﹤0.01%
74
530
$2.69K ﹤0.01%
45
531
$2.69K ﹤0.01%
52
532
$2.51K ﹤0.01%
5
533
$2.43K ﹤0.01%
17
534
$2.42K ﹤0.01%
28
535
$2.35K ﹤0.01%
94
536
$2.29K ﹤0.01%
49
537
$2.05K ﹤0.01%
10,000
538
$1.99K ﹤0.01%
99
539
$1.77K ﹤0.01%
61
540
$1.53K ﹤0.01%
115
-34
541
$1.32K ﹤0.01%
30
542
$1.3K ﹤0.01%
18
543
$1.29K ﹤0.01%
9
544
$1.28K ﹤0.01%
21
545
$1.28K ﹤0.01%
55
546
$1.25K ﹤0.01%
161
547
$1.16K ﹤0.01%
5
548
$1.04K ﹤0.01%
86
549
$1K ﹤0.01%
27
550
$914 ﹤0.01%
14
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