PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
1-Year Est. Return 8.8%
This Quarter Est. Return
1 Year Est. Return
+8.8%
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
1
$220M 5.53%
1,136,209
+1,420
2
$211M 5.3%
620,463
+6,803
3
$145M 3.64%
356,345
-7,043
4
$123M 3.09%
946,076
-1,796
5
$118M 2.96%
265,998
+56
6
$110M 2.76%
229,426
+6,159
7
$99.5M 2.5%
419,130
+2,371
8
$99.5M 2.5%
831,278
+813
9
$96.6M 2.42%
664,344
+5,269
10
$83.1M 2.08%
273,858
+11,377
11
$67.9M 1.7%
1,470,019
+109,536
12
$61.4M 1.54%
572,682
+25,973
13
$52.6M 1.32%
257,241
+979
14
$51.8M 1.3%
639,457
+79,060
15
$45.9M 1.15%
809,880
+23,874
16
$42.3M 1.06%
153,641
-2,076
17
$39.7M 1%
328,410
+729
18
$39.7M 1%
975,581
+46,356
19
$37M 0.93%
80,278
-1,904
20
$35.2M 0.88%
68
-6
21
$34.6M 0.87%
111,285
+4,631
22
$34.2M 0.86%
217,261
+2,836
23
$33.5M 0.84%
158,403
+4,664
24
$33.4M 0.84%
289,884
+22,816
25
$31.5M 0.79%
627,982
-5,564
1
2 3 4 5