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
$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
101
$6.25M 0.28%
63,048
-1,554
102
$6.25M 0.28%
89,648
-1,252
103
$6.2M 0.28%
18,316
-231
104
$6.04M 0.27%
50,421
-931
105
$6.02M 0.27%
36,337
+27,708
106
$5.91M 0.27%
107,788
+3,753
107
$5.88M 0.27%
34,172
+31,687
108
$5.72M 0.26%
91,997
-796
109
$5.64M 0.25%
72,684
+202
110
$5.51M 0.25%
48,752
-32,493
111
$5.24M 0.24%
23,378
-693
112
$5.18M 0.23%
37,102
+696
113
$4.98M 0.22%
24,366
+7,349
114
$4.97M 0.22%
50,500
-3,440
115
$4.8M 0.22%
93,855
-10,245
116
$4.68M 0.21%
42,781
-640
117
$4.66M 0.21%
87,455
+23,763
118
$4.64M 0.21%
16,499
+6,347
119
$4.58M 0.21%
45,589
+52
120
$4.51M 0.2%
51,012
+5,122
121
$4.43M 0.2%
20,928
+1,227
122
$4.12M 0.19%
90,879
+10,785
123
$3.93M 0.18%
295,000
+23,000
124
$3.85M 0.17%
50,700
+4,968
125
$3.83M 0.17%
112,468
+138
3 4
5
6 7