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
$3.2B
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.88M
3
+$8.23M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$7.72M
5
UNH icon
UnitedHealth
UNH
+$7.22M

Top Sells

1
+$6.69M
2
+$6.49M
3
+$5.63M
4
INTC icon
Intel
INTC
+$5.49M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.97M

Sector Composition

1 Financials 13.99%
2 Technology 13.1%
3 Healthcare 10.47%
4 Industrials 7.18%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.18M 0.04%
16,390
+1,885
227
$1.15M 0.04%
16,123
-215
228
$1.13M 0.04%
1,424
+112
229
$1.13M 0.04%
37,725
+663
230
$1.12M 0.03%
6,416
-356
231
$1.11M 0.03%
2,872
-3
232
$1.1M 0.03%
3,167
-7
233
$1.07M 0.03%
5,560
+275
234
$1.07M 0.03%
7,591
+831
235
$1.03M 0.03%
14,029
236
$1.02M 0.03%
7,382
+3,200
237
$1.02M 0.03%
46,390
-19
238
$999K 0.03%
62,985
-892
239
$996K 0.03%
38,280
+585
240
$967K 0.03%
1,503
-60
241
$960K 0.03%
27,450
+3,050
242
$937K 0.03%
3,681
+481
243
$910K 0.03%
9,954
-35
244
$908K 0.03%
13,640
+1,370
245
$907K 0.03%
8,196
246
$899K 0.03%
2,553
+1,692
247
$898K 0.03%
2,823
-181
248
$894K 0.03%
12,384
+1,381
249
$873K 0.03%
2,229
+229
250
$859K 0.03%
8,195
+2,535
8 9
10
11 12