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
176
$2.81M 0.07%
100,392
+8,156
177
$2.78M 0.07%
28,334
+1,219
178
$2.7M 0.07%
18,028
179
$2.64M 0.07%
147,877
+3,176
180
$2.61M 0.07%
27,688
181
$2.61M 0.07%
26,598
+601
182
$2.55M 0.06%
48,565
+168
183
$2.53M 0.06%
45,110
-63
184
$2.5M 0.06%
30,797
-3,075
185
$2.38M 0.06%
13,725
+115
186
$2.3M 0.06%
75,667
-222,656
187
$2.26M 0.06%
29,528
+242
188
$2.23M 0.06%
12,402
+212
189
$2.2M 0.06%
15,941
-1,186
190
$2.17M 0.05%
28,161
-215
191
$2.07M 0.05%
8,137
192
$2.05M 0.05%
27,184
-8,760
193
$2.05M 0.05%
16,297
+14,552
194
$2.04M 0.05%
83,181
-90
195
$2.03M 0.05%
12,526
-56
196
$2.01M 0.05%
18,757
+1,029
197
$1.98M 0.05%
+41,435
198
$1.96M 0.05%
13,915
-165
199
$1.93M 0.05%
18,587
-1,310
200
$1.89M 0.05%
9,489
+126
6 7
8
9 10