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
$444M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$851K
3
+$841K
4
SYY icon
Sysco
SYY
+$723K
5
PG icon
Procter & Gamble
PG
+$691K

Top Sells

1
+$1.41M
2
+$1.19M
3
+$312K
4
ESV
Ensco Rowan plc
ESV
+$287K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$226K

Sector Composition

1 Healthcare 12.62%
2 Financials 11.99%
3 Technology 10.35%
4 Consumer Staples 9.99%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$254K 0.06%
3,423
227
$253K 0.06%
5,234
228
$253K 0.06%
3,250
229
$251K 0.06%
1,134
230
$250K 0.06%
3,945
231
$250K 0.06%
+2,348
232
$249K 0.06%
5,530
233
$246K 0.06%
4,675
234
$243K 0.05%
1,900
235
$239K 0.05%
15,982
236
$233K 0.05%
1,739
237
$231K 0.05%
5,008
238
$229K 0.05%
2,837
239
$228K 0.05%
+16,979
240
$227K 0.05%
8,220
241
$227K 0.05%
2,887
242
$226K 0.05%
4,642
243
$224K 0.05%
2,242
244
$223K 0.05%
2,320
245
$222K 0.05%
21,500
246
$219K 0.05%
1
247
$219K 0.05%
1,110
248
$218K 0.05%
+4,000
249
$217K 0.05%
3,891
250
$215K 0.05%
10,310
8 9
10
11 12