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
$2.21B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$20M
3
+$7.07M
4
DLR icon
Digital Realty Trust
DLR
+$7.03M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$6.14M

Top Sells

1
+$28.7M
2
+$9.28M
3
+$9.23M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.94M
5
LLY icon
Eli Lilly
LLY
+$4.54M

Sector Composition

1 Financials 12.86%
2 Technology 10.29%
3 Healthcare 8.18%
4 Industrials 7.13%
5 Consumer Discretionary 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.7M 0.57%
89,995
+49,932
52
$12.5M 0.56%
230,616
+924
53
$12.3M 0.56%
553,441
+259,810
54
$12M 0.54%
110,726
+1,641
55
$11.9M 0.54%
93,867
+2,749
56
$11.8M 0.53%
116,394
+35,637
57
$11.5M 0.52%
105,605
+2,401
58
$11.4M 0.52%
163,218
+963
59
$11.4M 0.52%
159,520
+48,996
60
$11.4M 0.51%
57,073
+423
61
$11.4M 0.51%
363,031
+48,131
62
$11.3M 0.51%
311,098
+47,870
63
$11.2M 0.51%
14,849
+2,774
64
$11.2M 0.5%
31,631
-1,396
65
$11.1M 0.5%
28,532
-8,505
66
$11.1M 0.5%
23,430
+298
67
$11M 0.5%
114,145
+3,947
68
$10.7M 0.48%
301,324
-26,000
69
$10.3M 0.46%
199,150
+49,318
70
$10.3M 0.46%
37,338
+4,989
71
$9.96M 0.45%
148,144
+1,791
72
$9.91M 0.45%
188,108
-28,976
73
$9.88M 0.45%
110,850
+8,705
74
$9.86M 0.45%
8,044
+274
75
$9.76M 0.44%
82,867
+2,527
1 2
3
4 5