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
151
$4.69M 0.12%
373,338
152
$4.39M 0.11%
56,834
-86
153
$4.36M 0.11%
48,616
-1,591
154
$4.35M 0.11%
56,576
-83
155
$4.3M 0.11%
58,812
+1,186
156
$4.1M 0.1%
60,673
+1,128
157
$4.05M 0.1%
82,491
+108
158
$4.04M 0.1%
16,405
-4,645
159
$3.87M 0.1%
46,226
+463
160
$3.7M 0.09%
39,753
-3,044
161
$3.59M 0.09%
159,837
+1,584
162
$3.55M 0.09%
106,095
-4,354
163
$3.5M 0.09%
197,191
+65,874
164
$3.49M 0.09%
46,442
-1,913
165
$3.44M 0.09%
53,809
-1,009
166
$3.42M 0.09%
19,677
+626
167
$3.21M 0.08%
40,582
+1,454
168
$3.2M 0.08%
14,199
+1,306
169
$3.08M 0.08%
90,825
-55,128
170
$3.01M 0.08%
16,896
-1,193
171
$2.98M 0.07%
167,162
+142
172
$2.96M 0.07%
67,240
+990
173
$2.9M 0.07%
29,238
-183
174
$2.88M 0.07%
67,528
-3,830
175
$2.81M 0.07%
37,352
+516
5 6
7
8 9