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
126
$6.93M 0.17%
27,582
+5
127
$6.89M 0.17%
35,170
-315
128
$6.86M 0.17%
72,140
+2,926
129
$6.81M 0.17%
81,519
-3,686
130
$6.79M 0.17%
53,152
+13,612
131
$6.63M 0.17%
154,950
+33,300
132
$6.44M 0.16%
54,044
-1,118
133
$6.38M 0.16%
121,728
-2,091
134
$6.37M 0.16%
95,455
+247
135
$6.3M 0.16%
99,750
-682
136
$6.18M 0.15%
48,062
-21,507
137
$6.06M 0.15%
96,705
138
$5.96M 0.15%
25,945
-2,025
139
$5.88M 0.15%
53,944
+1,471
140
$5.87M 0.15%
61,547
+3,243
141
$5.76M 0.14%
10,654
+9,009
142
$5.5M 0.14%
92,040
-1,441
143
$5.43M 0.14%
77,079
+1,462
144
$5.31M 0.13%
48,373
+2,756
145
$5.26M 0.13%
92,840
+209
146
$4.99M 0.13%
134,159
-6,492
147
$4.98M 0.13%
101,842
+10,837
148
$4.96M 0.12%
12,604
+160
149
$4.87M 0.12%
28,075
-334
150
$4.84M 0.12%
68,431
+11,240
4 5
6
7 8