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
$2.81B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.97M
3
+$9.17M
4
KO icon
Coca-Cola
KO
+$7.21M
5
NOW icon
ServiceNow
NOW
+$6.46M

Top Sells

1
+$14.1M
2
+$7.95M
3
+$6.94M
4
CSCO icon
Cisco
CSCO
+$4.84M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$4.69M

Sector Composition

1 Technology 13.35%
2 Financials 13.13%
3 Healthcare 11.31%
4 Industrials 7.96%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.1M 0.04%
15,651
-1,502
227
$1.1M 0.04%
37,759
+1,494
228
$1.1M 0.04%
15,983
+1,483
229
$1.07M 0.04%
12,792
+2,542
230
$1.04M 0.04%
5,236
+114
231
$1.01M 0.04%
60,283
+311
232
$941K 0.03%
6,120
-76
233
$937K 0.03%
11,537
+1,480
234
$926K 0.03%
3,335
-31
235
$920K 0.03%
3,197
+123
236
$894K 0.03%
14,057
+28
237
$882K 0.03%
7,774
+443
238
$874K 0.03%
15,436
-524
239
$865K 0.03%
3,979
240
$818K 0.03%
4,544
241
$804K 0.03%
5,705
+34
242
$788K 0.03%
3,663
+143
243
$759K 0.03%
4,808
+623
244
$759K 0.03%
4,329
+474
245
$758K 0.03%
27,384
246
$749K 0.03%
13,123
+699
247
$747K 0.03%
23,755
+9,557
248
$717K 0.03%
3,192
-39
249
$710K 0.03%
7,608
-608
250
$702K 0.03%
5,278
+397
8 9
10
11 12