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
76
$16.7M 0.34%
63,228
+915
77
$16.7M 0.34%
39,563
-66
78
$16.6M 0.34%
110,905
-1,849
79
$16.4M 0.33%
48,745
-1,292
80
$16.1M 0.32%
357,559
-4,021
81
$15.8M 0.32%
122,376
-171
82
$15.8M 0.32%
125,582
+8,701
83
$15.7M 0.32%
75,290
-925
84
$15.5M 0.31%
35,296
-2,131
85
$15.5M 0.31%
71,837
+9
86
$15M 0.3%
67,951
+382
87
$14.6M 0.29%
155,381
-71,125
88
$14.5M 0.29%
127,419
+11,445
89
$14.3M 0.29%
120,720
+49,549
90
$14.2M 0.29%
163,227
+28,162
91
$14.1M 0.28%
82,589
+2,354
92
$14M 0.28%
81,288
+337
93
$13.9M 0.28%
54,610
+2,671
94
$13.9M 0.28%
118,407
+4,535
95
$13.4M 0.27%
58,177
+6,740
96
$13.2M 0.27%
98,504
+1,456
97
$13M 0.26%
148,242
+6,116
98
$13M 0.26%
2,821
+3
99
$12.9M 0.26%
27,306
+3,906
100
$12.9M 0.26%
158,706
+2,586
2 3
4
5 6