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
51
$23.2M 0.47%
39,833
+1,045
52
$23M 0.46%
182,634
+8,127
53
$23M 0.46%
486,248
+540
54
$22.8M 0.46%
275,763
+64,537
55
$22.7M 0.46%
230,007
+32,942
56
$22.3M 0.45%
285,099
+4,546
57
$21.9M 0.44%
79,940
+838
58
$21.7M 0.44%
62,026
+428
59
$21.5M 0.43%
138,872
-3,749
60
$20.7M 0.42%
358,863
-2,455
61
$20.1M 0.41%
+21,239
62
$19.9M 0.4%
151,155
-3,025
63
$19.7M 0.4%
93,971
-965
64
$19.6M 0.39%
447,678
+6,599
65
$19.5M 0.39%
272,625
+2,009
66
$19.4M 0.39%
185,375
+6,680
67
$19.3M 0.39%
72,550
+344
68
$19.3M 0.39%
74,573
+6,697
69
$19.1M 0.39%
517,946
-10,547
70
$19M 0.38%
324,456
+19,243
71
$18.3M 0.37%
59,110
-323
72
$18.3M 0.37%
13,258
+20
73
$17.7M 0.36%
33,140
-450
74
$17.4M 0.35%
5,204
-43
75
$16.9M 0.34%
160,266
+37,724
1 2
3
4 5