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
201
$1.03M 0.05%
62,908
-484
202
$1M 0.05%
3,627
+58
203
$999K 0.05%
45,365
-335
204
$990K 0.04%
5,261
+171
205
$976K 0.04%
3,060
+49
206
$955K 0.04%
3,571
-22
207
$941K 0.04%
1,524
+187
208
$939K 0.04%
9,587
-116
209
$920K 0.04%
13,846
210
$919K 0.04%
14,348
-16,275
211
$896K 0.04%
5,717
-387
212
$874K 0.04%
+22,747
213
$870K 0.04%
2,924
-255
214
$867K 0.04%
3,164
-8
215
$861K 0.04%
24,513
-174
216
$825K 0.04%
2,873
+1,045
217
$816K 0.04%
9,961
218
$814K 0.04%
359
-891
219
$799K 0.04%
36,841
220
$799K 0.04%
7,890
+1,058
221
$798K 0.04%
33,671
-690
222
$766K 0.03%
20,765
-230
223
$748K 0.03%
11,824
224
$736K 0.03%
3,432
-581
225
$723K 0.03%
+35,497
7 8
9
10 11