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

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
-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