PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$435M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.66M
3
+$1.31M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.26M
5
KSS icon
Kohl's
KSS
+$1.19M

Top Sells

1
+$1.68M
2
+$1.31M
3
+$570K
4
AME icon
Ametek
AME
+$524K
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$475K

Sector Composition

1 Healthcare 13.15%
2 Financials 11.99%
3 Technology 10.46%
4 Consumer Staples 9.46%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$246K 0.06%
4,675
227
$243K 0.06%
1,900
-3,236
228
$239K 0.05%
15,982
229
$233K 0.05%
+1,739
230
$231K 0.05%
+5,008
231
$229K 0.05%
+2,837
232
$227K 0.05%
+8,220
233
$227K 0.05%
2,887
234
$226K 0.05%
+4,642
235
$224K 0.05%
+2,242
236
$223K 0.05%
2,320
237
$219K 0.05%
1
238
$219K 0.05%
+1,110
239
$217K 0.05%
+3,891
240
$215K 0.05%
+10,310
241
$214K 0.05%
+3,150
242
$213K 0.05%
5,104
-339
243
$212K 0.05%
+3,672
244
$211K 0.05%
21,500
245
$211K 0.05%
+1,555
246
$211K 0.05%
+4,529
247
$210K 0.05%
+4,648
248
$210K 0.05%
4,662
-142
249
$208K 0.05%
8,000
250
$207K 0.05%
+5,970
8 9
10
11 12