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
$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
76
$14.9M 0.37%
164,816
+6,078
77
$14.8M 0.37%
294,536
+1,709
78
$14.6M 0.37%
36,038
-87
79
$14.6M 0.37%
289,704
-5,558
80
$14.5M 0.36%
74,796
-799
81
$14.4M 0.36%
67,591
+509
82
$14.3M 0.36%
35,716
+82
83
$14M 0.35%
40,608
-2,217
84
$13.8M 0.35%
62,571
+1,364
85
$13.5M 0.34%
458,068
-30,930
86
$13M 0.33%
145,285
-642
87
$12.7M 0.32%
119,451
-12,134
88
$12.7M 0.32%
115,816
-1,531
89
$12.5M 0.31%
56,345
-117
90
$12.3M 0.31%
13,757
-15
91
$12.2M 0.31%
228,491
+9,600
92
$12M 0.3%
4,815
-104
93
$11.9M 0.3%
163,539
+1,921
94
$11.8M 0.3%
353,451
+5,943
95
$11.7M 0.29%
259,306
+28,761
96
$11.6M 0.29%
100,998
+385
97
$11.3M 0.28%
39,325
-445
98
$11.2M 0.28%
114,833
-769
99
$11.2M 0.28%
37,384
+7,916
100
$10.5M 0.26%
107,907
+2,095
2 3
4
5 6