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
101
$12.8M 0.26%
213,561
+5,477
102
$12.7M 0.26%
92,624
+4,341
103
$12.5M 0.25%
21,585
+2,485
104
$12.4M 0.25%
129,957
-24,539
105
$12.3M 0.25%
60,099
+2,191
106
$12.1M 0.24%
26,121
+148
107
$12.1M 0.24%
373,769
+43,932
108
$11.8M 0.24%
23,846
+517
109
$11.7M 0.23%
387,242
+33,970
110
$11.6M 0.23%
140,224
-36,840
111
$11.4M 0.23%
125,491
-4,046
112
$11.3M 0.23%
201,547
-6,001
113
$11.1M 0.22%
102,121
+6,235
114
$11.1M 0.22%
38,132
+339
115
$11M 0.22%
115,007
-25,684
116
$10.9M 0.22%
17,789
+623
117
$10.8M 0.22%
208,052
-1,532
118
$10.8M 0.22%
189,804
+38,476
119
$10.7M 0.22%
81,130
-93
120
$10.3M 0.21%
93,177
+3,198
121
$10.2M 0.21%
112,197
-2,532
122
$10.2M 0.21%
348,265
+7,541
123
$10.1M 0.2%
261,180
-3,830
124
$10M 0.2%
32,293
-789
125
$9.8M 0.2%
50,481
+8,685
3 4
5
6 7