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
176
$4.53M 0.09%
9,354
+3,158
177
$4.51M 0.09%
48,372
-3,754
178
$4.49M 0.09%
37,530
+6,827
179
$4.45M 0.09%
49,872
+74
180
$4.42M 0.09%
51,320
+92
181
$4.3M 0.09%
18,340
-110
182
$4.14M 0.08%
133,991
+1,472
183
$4.13M 0.08%
23,735
-1,607
184
$4.1M 0.08%
23,854
-493
185
$3.92M 0.08%
30,359
+1,230
186
$3.81M 0.08%
55,735
+9,398
187
$3.78M 0.08%
49,339
-348
188
$3.73M 0.08%
50,502
-100
189
$3.55M 0.07%
15,672
+265
190
$3.21M 0.06%
45,911
-1,065
191
$3.16M 0.06%
190,133
+2,628
192
$3.09M 0.06%
60,922
+6,977
193
$3.07M 0.06%
14,940
-312
194
$3.03M 0.06%
29,204
-63,736
195
$3.02M 0.06%
27,593
+390
196
$2.88M 0.06%
24,657
+19,586
197
$2.88M 0.06%
130,393
-2,955
198
$2.85M 0.06%
28,491
-1,223
199
$2.84M 0.06%
11,048
-198
200
$2.78M 0.06%
37,706
-675
6 7
8
9 10