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
151
$6.83M 0.14%
22,822
+4,212
152
$6.79M 0.14%
73,216
+3,853
153
$6.73M 0.14%
53,052
+1,983
154
$6.7M 0.14%
64,985
+271
155
$6.68M 0.13%
73,912
+7,435
156
$6.58M 0.13%
113,168
+41,674
157
$6.55M 0.13%
31,527
+502
158
$6.29M 0.13%
87,107
-7,127
159
$6.26M 0.13%
101,756
-2,825
160
$6.25M 0.13%
17,975
-578
161
$6.05M 0.12%
56,285
-1,459
162
$5.92M 0.12%
68,668
+11,786
163
$5.89M 0.12%
77,036
-4,889
164
$5.69M 0.11%
8,582
+7,510
165
$5.67M 0.11%
40,057
+582
166
$5.53M 0.11%
134,363
+47,717
167
$5.44M 0.11%
21,601
-89
168
$5.41M 0.11%
318,197
169
$5.36M 0.11%
191,575
-14,175
170
$5.29M 0.11%
130,979
+21,881
171
$5.06M 0.1%
41,450
-97
172
$4.93M 0.1%
42,431
-495
173
$4.74M 0.1%
66,634
+5,509
174
$4.71M 0.09%
66,365
-2,186
175
$4.57M 0.09%
77,507
+22,651
5 6
7
8 9