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
76
$5.6M 0.4%
73,762
+5,113
77
$5.53M 0.4%
42,415
+1,377
78
$5.46M 0.39%
65,636
+7,982
79
$5.38M 0.39%
97,838
+6,324
80
$5.33M 0.38%
35,080
+4,609
81
$5.22M 0.38%
59,375
+29,517
82
$5.11M 0.37%
27,974
-960
83
$5.08M 0.36%
73,483
+1,647
84
$5.03M 0.36%
83,902
+15,900
85
$5.02M 0.36%
81,259
+4,343
86
$5.01M 0.36%
122,560
+9,949
87
$4.94M 0.35%
77,052
+29,098
88
$4.94M 0.35%
17,130
+915
89
$4.91M 0.35%
+232,141
90
$4.8M 0.34%
53,477
-1,837
91
$4.77M 0.34%
33,562
+3,096
92
$4.76M 0.34%
52,354
+3,944
93
$4.62M 0.33%
53,762
-18,145
94
$4.54M 0.33%
21,833
-7,009
95
$4.53M 0.33%
35,564
+768
96
$4.52M 0.32%
154,847
+3,454
97
$4.44M 0.32%
53,086
+1,972
98
$4.35M 0.31%
75,571
+11,160
99
$4.34M 0.31%
109,611
+2,548
100
$4.33M 0.31%
53,935
+1,642