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
$1.19B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.22M
3
+$5.34M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.23M
5
BAC icon
Bank of America
BAC
+$2.8M

Top Sells

1
+$5.07M
2
+$4.14M
3
+$3.56M
4
WFC icon
Wells Fargo
WFC
+$2.13M
5
BP icon
BP
BP
+$1.65M

Sector Composition

1 Financials 15.08%
2 Healthcare 9.21%
3 Technology 7.94%
4 Industrials 7.17%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$543K 0.05%
1,710
-20
227
$542K 0.05%
2,051
-360
228
$538K 0.05%
3,948
+1,081
229
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+4,815
230
$522K 0.04%
673
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231
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3,171
-81
232
$522K 0.04%
4,282
+1,357
233
$516K 0.04%
6,466
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234
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15,693
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235
$509K 0.04%
3,592
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236
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9,427
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237
$502K 0.04%
16,626
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238
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22,524
239
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6,997
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240
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241
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242
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243
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244
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245
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246
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4,017
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247
$443K 0.04%
2,789
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248
$430K 0.04%
2,423
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249
$429K 0.04%
6,851
+2,169
250
$428K 0.04%
5,884
8 9
10
11 12