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
$201M
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$1.14M
3 +$698K
4
LVS icon
Las Vegas Sands
LVS
+$673K
5
T icon
AT&T
T
+$672K

Top Sells

1 +$1.21M
2 +$1.07M
3 +$968K
4
COST icon
Costco
COST
+$870K
5
V icon
Visa
V
+$701K

Sector Composition

1 Financials 13.95%
2 Healthcare 12.13%
3 Technology 11.25%
4 Consumer Staples 9.59%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-21,579
227
-5,409
228
-130
229
-7,200
230
-20,992