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
101
$4.17M 0.3%
150,430
+16,707
102
$4.07M 0.29%
26,884
-153
103
$4.03M 0.29%
33,811
+1,772
104
$3.99M 0.29%
18,571
+484
105
$3.99M 0.29%
97,528
+1,322
106
$3.95M 0.28%
53,533
+9,482
107
$3.94M 0.28%
48,885
+1,009
108
$3.88M 0.28%
78,414
+1,839
109
$3.72M 0.27%
32,381
-6,919
110
$3.71M 0.27%
66,735
111
$3.59M 0.26%
116,243
+9,791
112
$3.52M 0.25%
85,348
+15,206
113
$3.48M 0.25%
64,891
+3,430
114
$3.48M 0.25%
42,932
+877
115
$3.4M 0.24%
20,221
-508
116
$3.39M 0.24%
44,425
-8,855
117
$3.39M 0.24%
57,028
+523
118
$3.37M 0.24%
32,842
+56
119
$3.37M 0.24%
+30,445
120
$3.28M 0.24%
20,332
+470
121
$3.25M 0.23%
53,380
+3,000
122
$3.2M 0.23%
67,561
+559
123
$3.19M 0.23%
64,010
+13,675
124
$3.19M 0.23%
49,425
-205
125
$3.13M 0.22%
67,438
+2,276