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
76
$9.61M 0.43%
52,085
+4,834
77
$9.57M 0.43%
93,816
-1,374
78
$9.33M 0.42%
105,021
+13,241
79
$9.26M 0.42%
223,055
+13,295
80
$9.13M 0.41%
56,834
+6,862
81
$9.09M 0.41%
43,386
+553
82
$8.84M 0.4%
47,335
-24,309
83
$8.8M 0.4%
83,656
-57
84
$8.43M 0.38%
120,379
-3,206
85
$8.34M 0.38%
155,158
+36,409
86
$8.26M 0.37%
59,366
+11,429
87
$8.21M 0.37%
128,474
+10,245
88
$8.05M 0.36%
22,823
+485
89
$7.67M 0.35%
49,144
+1,971
90
$7.61M 0.34%
31,306
-198
91
$7.52M 0.34%
50,638
+2,389
92
$7.38M 0.33%
126,112
+11,844
93
$7.3M 0.33%
79,570
-29,065
94
$7.24M 0.33%
223,620
+1,682
95
$7.07M 0.32%
+95,314
96
$6.92M 0.31%
49,221
+1,227
97
$6.87M 0.31%
69,116
-992
98
$6.69M 0.3%
147,619
-465
99
$6.66M 0.3%
58,337
-1,442
100
$6.27M 0.28%
46,456
+943
2 3
4
5 6