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
126
$9.78M 0.2%
28,037
+86
127
$9.61M 0.19%
41,298
+173
128
$9.51M 0.19%
95,131
+8,325
129
$9.48M 0.19%
188,725
-192
130
$8.89M 0.18%
146,555
+307
131
$8.78M 0.18%
129,850
+1,496
132
$8.69M 0.18%
141,159
+3,989
133
$8.62M 0.17%
92,389
+17,002
134
$8.44M 0.17%
87,465
-4,496
135
$8.43M 0.17%
58,823
+263
136
$8.4M 0.17%
165,722
+2,306
137
$8.31M 0.17%
43,580
-2,633
138
$8.29M 0.17%
151,447
+31,446
139
$8.2M 0.17%
32,300
+126
140
$8.12M 0.16%
190,855
+1,469
141
$7.77M 0.16%
79,329
+4,041
142
$7.75M 0.16%
61,499
+2,644
143
$7.73M 0.16%
74,719
+28,546
144
$7.64M 0.15%
46,386
+250
145
$7.62M 0.15%
40,882
+7,112
146
$7.59M 0.15%
103,524
+13,590
147
$7.58M 0.15%
36,197
+125
148
$7.01M 0.14%
12,888
+450
149
$7M 0.14%
85,630
-45,057
150
$6.86M 0.14%
7,534
+107
4 5
6
7 8