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
101
$10.4M 0.26%
100,733
-455
102
$10.1M 0.25%
75,428
+11,476
103
$10.1M 0.25%
143,315
+5,362
104
$9.99M 0.25%
48,192
-10
105
$9.93M 0.25%
33,136
+484
106
$9.55M 0.24%
25,057
+23,899
107
$9.2M 0.23%
53,054
+252
108
$9.13M 0.23%
44,087
-462
109
$8.91M 0.22%
64,173
-16,787
110
$8.74M 0.22%
77,326
-453
111
$8.58M 0.22%
88,769
+2,948
112
$8.57M 0.22%
75,675
-18,648
113
$8.56M 0.21%
53,096
+895
114
$8.47M 0.21%
67,104
-839
115
$8.37M 0.21%
99,417
+10,967
116
$8.28M 0.21%
76,550
+23,122
117
$8.24M 0.21%
41,945
+5,289
118
$8.2M 0.21%
220,638
-6,354
119
$7.9M 0.2%
86,024
+2,697
120
$7.83M 0.2%
46,127
+11,247
121
$7.8M 0.2%
143,313
+2,102
122
$7.5M 0.19%
2,777
-5
123
$7.18M 0.18%
19,449
-2,929
124
$7.11M 0.18%
184,355
+179
125
$7.05M 0.18%
93,779
-595
3 4
5
6 7