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
$1.39B
AUM Growth
+$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Sells

1 +$3.5M
2 +$3.36M
3 +$2.19M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.13M
5
RTX icon
RTX Corp
RTX
+$1.56M

Sector Composition

1 Financials 13.09%
2 Technology 8.71%
3 Healthcare 8.06%
4 Industrials 7.01%
5 Consumer Staples 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$8.41M 0.6%
87,773
+4,606
52
$8.22M 0.59%
80,635
+17
53
$8.21M 0.59%
42,440
+2,117
54
$8.19M 0.59%
79,087
-4,075
55
$8.06M 0.58%
86,418
-790
56
$7.93M 0.57%
104,757
+5,351
57
$7.67M 0.55%
125,655
+20,849
58
$7.54M 0.54%
69,398
+2,637
59
$7.45M 0.54%
79,567
+4,253
60
$7.19M 0.52%
210,885
+16,845
61
$6.96M 0.5%
42,986
+788
62
$6.92M 0.5%
57,788
+6,408
63
$6.73M 0.48%
95,164
+732
64
$6.63M 0.48%
56,043
+1,354
65
$6.55M 0.47%
87,266
-11,060
66
$6.53M 0.47%
117,040
+4,651
67
$6.45M 0.46%
57,640
+6,004
68
$6.38M 0.46%
89,518
+14,472
69
$6.33M 0.45%
114,427
+6,961
70
$5.98M 0.43%
27,034
-2,644
71
$5.95M 0.43%
16,872
-241
72
$5.95M 0.43%
94,262
+706
73
$5.93M 0.43%
37,303
+389
74
$5.91M 0.42%
46,152
+2,900
75
$5.91M 0.42%
32,455
+125