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
$779M
AUM Growth
+$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$57.5M
2
+$22.8M
3
+$20.2M
4
KO icon
Coca-Cola
KO
+$5.35M
5
XOM icon
Exxon Mobil
XOM
+$3.28M

Top Sells

1
+$28M
2
+$7.42M
3
+$2.03M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.85M
5
DD
Du Pont De Nemours E I
DD
+$1.77M

Sector Composition

1 Financials 19.09%
2 Healthcare 9.24%
3 Technology 7.8%
4 Consumer Staples 7.3%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$313K 0.04%
5,680
227
$310K 0.04%
4,898
-1,858
228
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229
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231
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1,309
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232
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233
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234
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236
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238
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239
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240
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241
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242
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244
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245
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248
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249
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1,858
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250
$258K 0.03%
4,602
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10
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