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
$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
51
$21.2M 0.53%
118,348
+1,608
52
$20.9M 0.52%
178,139
-26,464
53
$20.8M 0.52%
181,733
-19,683
54
$20M 0.5%
331,388
+1,542
55
$19.8M 0.5%
434,364
+846
56
$19.3M 0.49%
41,251
-3,872
57
$18.6M 0.47%
99,263
-538
58
$18.3M 0.46%
553,215
-380,154
59
$17.9M 0.45%
162,404
+4,602
60
$17.5M 0.44%
414,610
-120,080
61
$17.3M 0.43%
32,174
-5,097
62
$17.3M 0.43%
331,090
+11,500
63
$17.1M 0.43%
180,055
+15,091
64
$16.7M 0.42%
29,663
-12,659
65
$16.6M 0.42%
89,780
+8,516
66
$16.3M 0.41%
141,442
+46,070
67
$16M 0.4%
33,365
+5,316
68
$15.9M 0.4%
159,904
+15,161
69
$15.6M 0.39%
336,319
+20,706
70
$15.5M 0.39%
22,470
+851
71
$15.5M 0.39%
422,305
+7,166
72
$15.5M 0.39%
172,604
+52,141
73
$15.2M 0.38%
294,244
+178,510
74
$15M 0.38%
69,648
+8,571
75
$14.9M 0.37%
51,835
+9,838
1 2
3
4 5