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
201
$2.72M 0.05%
13,480
+9,100
202
$2.7M 0.05%
51,322
-3,231
203
$2.67M 0.05%
83,011
+14
204
$2.59M 0.05%
66,524
-637
205
$2.58M 0.05%
51,602
-321
206
$2.58M 0.05%
6,924
+129
207
$2.57M 0.05%
43,074
-2,309
208
$2.55M 0.05%
4,567
-108
209
$2.54M 0.05%
27,096
+1,923
210
$2.5M 0.05%
9,049
+4,689
211
$2.49M 0.05%
45,678
-27
212
$2.41M 0.05%
13,985
+294
213
$2.36M 0.05%
85,406
+7,598
214
$2.35M 0.05%
29,973
-3,267
215
$2.32M 0.05%
90,950
-609
216
$2.3M 0.05%
20,907
-6,526
217
$2.29M 0.05%
14,406
+75
218
$2.24M 0.05%
76,641
-49,380
219
$2.24M 0.05%
12,540
-2,001
220
$2.21M 0.04%
126,500
221
$2.12M 0.04%
50,741
+3,497
222
$2.12M 0.04%
39,546
+5,630
223
$2.11M 0.04%
114,011
+57,140
224
$2.11M 0.04%
6,668
-223
225
$2.09M 0.04%
6,328
+351
7 8
9
10 11