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
$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
126
$3.77M 0.17%
92,646
+45,351
127
$3.76M 0.17%
34,484
+32
128
$3.68M 0.17%
28,522
-1,393
129
$3.54M 0.16%
45,403
-22
130
$3.52M 0.16%
+28,130
131
$3.49M 0.16%
14,659
-15,319
132
$3.46M 0.16%
46,962
-2,455
133
$3.44M 0.16%
16,073
+11
134
$3.23M 0.15%
63,459
+2,978
135
$3.13M 0.14%
10,685
+6
136
$3.12M 0.14%
47,925
-6,903
137
$3.11M 0.14%
43,033
-1,347
138
$2.99M 0.13%
149,782
-1,671
139
$2.9M 0.13%
46,432
+1,604
140
$2.85M 0.13%
38,240
+130
141
$2.84M 0.13%
39,782
-1
142
$2.84M 0.13%
7,967
-609
143
$2.78M 0.13%
8,729
-2,237
144
$2.75M 0.12%
52,879
+2,523
145
$2.72M 0.12%
34,371
-105
146
$2.68M 0.12%
43,350
147
$2.63M 0.12%
41,714
-3,603
148
$2.62M 0.12%
41,795
+609
149
$2.62M 0.12%
19,258
150
$2.53M 0.11%
82,552
+2,820
4 5
6
7 8