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
151
$2.5M 0.11%
15,587
-128
152
$2.5M 0.11%
24,480
+7,869
153
$2.43M 0.11%
49,877
154
$2.39M 0.11%
22,078
-1,819
155
$2.31M 0.1%
5,064
+66
156
$2.27M 0.1%
28,805
+930
157
$2.22M 0.1%
17,462
-951
158
$2.21M 0.1%
27,227
+12
159
$2.17M 0.1%
35,858
-502
160
$2.17M 0.1%
11,644
+66
161
$2.06M 0.09%
38,530
-3,750
162
$2.04M 0.09%
24,038
-8,232
163
$1.96M 0.09%
16,814
-561
164
$1.91M 0.09%
24,727
-2,964
165
$1.86M 0.08%
83,181
166
$1.82M 0.08%
22,181
-4,925
167
$1.8M 0.08%
36,170
+5,019
168
$1.8M 0.08%
12,611
+6,106
169
$1.73M 0.08%
7,023
+81
170
$1.71M 0.08%
7,806
-142
171
$1.66M 0.08%
21,353
-3,725
172
$1.66M 0.07%
19,010
-1,266
173
$1.62M 0.07%
22,674
+769
174
$1.6M 0.07%
26,172
+689
175
$1.58M 0.07%
8,194
-48,103
5 6
7
8 9