PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.96B
This Quarter Return
-6.48%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$318M
AUM Growth
+$318M
(+0.81%)
Cap. Flow
+$28.2M
Cap. Flow
% of AUM
8.88%
Top 10 Holdings %
Top 10 Hldgs %
21.57%
Holding
261
New
29
Increased
132
Reduced
43
Closed
26
Top Buys
| 1 |
Kraft Heinz
KHC
|
$2.83M |
| 2 |
Exxon Mobil
XOM
|
$1.88M |
| 3 |
PepsiCo
PEP
|
$1.82M |
| 4 |
Citigroup
C
|
$1.36M |
| 5 |
Pinnacle Financial Partners
PNFP
|
$1.23M |
Top Sells
| 1 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$4.07M |
| 2 |
Biogen
BIIB
|
$655K |
| 3 |
WFM
Whole Foods Market Inc
WFM
|
$638K |
| 4 |
eBay
EBAY
|
$571K |
| 5 |
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% |
