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
$316M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.97M
3
+$1.55M
4
HSTM icon
HealthStream
HSTM
+$1.52M
5
MSFT icon
Microsoft
MSFT
+$1.49M

Top Sells

1
+$1.31M
2
+$1.22M
3
+$810K
4
PG icon
Procter & Gamble
PG
+$739K
5
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$622K

Sector Composition

1 Healthcare 14.52%
2 Financials 13.55%
3 Technology 11.68%
4 Industrials 9.77%
5 Consumer Staples 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16K 0.01%
300
227
$15K ﹤0.01%
400
228
$9K ﹤0.01%
378
229
$6K ﹤0.01%
41
230
$6K ﹤0.01%
150
231
$4K ﹤0.01%
128
232
$3K ﹤0.01%
52
233
– –
-110
234
– –
-260
235
– –
-12,240
236
– –
-8,370
237
– –
-3,631
238
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-7,150
239
– –
-2,627
240
– –
-69
241
– –
-2,790
242
– –
-11,990
243
– –
-6,855
244
– –
-9,582
245
– –
-5,640
246
– –
-3,770
6 7 8 9
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