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
201
$1.88M 0.05%
22,468
-139
202
$1.88M 0.05%
26,924
+44
203
$1.88M 0.05%
65,135
-19,081
204
$1.85M 0.05%
24,070
205
$1.83M 0.05%
7,452
+15
206
$1.83M 0.05%
6,905
-112
207
$1.77M 0.04%
18,543
208
$1.71M 0.04%
15,726
+465
209
$1.7M 0.04%
5,560
+113
210
$1.67M 0.04%
6,730
-760
211
$1.65M 0.04%
9,957
-6,191
212
$1.61M 0.04%
8,345
+119
213
$1.58M 0.04%
18,210
+1,860
214
$1.58M 0.04%
14,273
-1,617
215
$1.57M 0.04%
31,892
+1,527
216
$1.55M 0.04%
5,028
+215
217
$1.55M 0.04%
3,167
-61
218
$1.48M 0.04%
92,699
-906
219
$1.45M 0.04%
44,287
+1,171
220
$1.44M 0.04%
4,469
-962
221
$1.43M 0.04%
27,550
-1,368
222
$1.39M 0.03%
10,524
-2,583
223
$1.38M 0.03%
3,098
+13
224
$1.34M 0.03%
10,946
225
$1.34M 0.03%
12,552
7 8
9
10 11