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
176
$1.56M 0.07%
16,892
+222
177
$1.53M 0.07%
10,703
-867
178
$1.53M 0.07%
13,364
-538
179
$1.5M 0.07%
7,973
+24
180
$1.5M 0.07%
23,542
-220
181
$1.49M 0.07%
24,296
-215
182
$1.43M 0.06%
3,011
-134
183
$1.42M 0.06%
29,149
-66,827
184
$1.41M 0.06%
22,596
185
$1.4M 0.06%
5,215
+35
186
$1.4M 0.06%
12,639
-36,409
187
$1.36M 0.06%
5,978
-150
188
$1.35M 0.06%
10,220
-23,886
189
$1.34M 0.06%
37,061
+3,680
190
$1.28M 0.06%
11,068
-33,112
191
$1.24M 0.06%
5,070
-110
192
$1.22M 0.06%
15,459
-781
193
$1.2M 0.05%
24,277
+65
194
$1.2M 0.05%
14,500
+589
195
$1.15M 0.05%
35,865
-267
196
$1.13M 0.05%
24,000
197
$1.12M 0.05%
9,731
+4,953
198
$1.12M 0.05%
14,338
-15,310
199
$1.06M 0.05%
+8,075
200
$1.04M 0.05%
6,947
+211
6 7
8
9 10