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
$318M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.88M
3
+$1.82M
4
C icon
Citigroup
C
+$1.36M
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$1.23M

Top Sells

1
+$4.07M
2
+$1.97M
3
+$655K
4
WFM
Whole Foods Market Inc
WFM
+$638K
5
DVY icon
iShares Select Dividend ETF
DVY
+$477K

Sector Composition

1 Financials 14.47%
2 Healthcare 13.72%
3 Technology 12.05%
4 Industrials 9.58%
5 Consumer Staples 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$53K 0.02%
+5,454
227
$49K 0.02%
+2,261
228
$20K 0.01%
1,348
229
$15K ﹤0.01%
300
230
$12K ﹤0.01%
182
-3,305
231
$9K ﹤0.01%
378
232
$5K ﹤0.01%
41
233
$3K ﹤0.01%
128
234
$2K ﹤0.01%
52
235
$1K ﹤0.01%
+135
236
– –
-2,130
237
– –
-1,965
238
– –
-1,621
239
– –
-1
240
– –
-3,055
241
– –
-400
242
– –
-11,075
243
– –
-450
244
– –
-1,883
245
– –
-12,720
246
– –
-5,322
247
– –
-6,892
248
– –
-5,432
249
– –
-985
250
– –
-7,508
7 8 9
10
11