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
$3.72B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$16.3M
3
+$14.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.09M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.48M

Top Sells

1
+$23.6M
2
+$15.6M
3
+$13.2M
4
TJX icon
TJX Companies
TJX
+$11M
5
GS icon
Goldman Sachs
GS
+$7.11M

Sector Composition

1 Technology 15.18%
2 Financials 13.18%
3 Healthcare 11.84%
4 Industrials 7.99%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.35M 0.04%
12,552
227
$1.34M 0.04%
41,563
-61,416
228
$1.31M 0.04%
50,669
-507
229
$1.29M 0.03%
43,116
+1,320
230
$1.27M 0.03%
23,061
+29
231
$1.24M 0.03%
3,228
-269
232
$1.21M 0.03%
8,740
-13
233
$1.2M 0.03%
16,289
+306
234
$1.2M 0.03%
27,003
235
$1.17M 0.03%
10,195
-132
236
$1.16M 0.03%
2,515
-16
237
$1.15M 0.03%
65,774
-1,432
238
$1.15M 0.03%
22,256
-190
239
$1.12M 0.03%
37,564
-427
240
$1.07M 0.03%
5,478
+1,240
241
$1.06M 0.03%
4,164
-158
242
$1.05M 0.03%
16,350
-60
243
$1.03M 0.03%
17,807
244
$989K 0.03%
5,764
-9,419
245
$988K 0.03%
3,230
+433
246
$979K 0.03%
8,468
+40
247
$975K 0.03%
11,480
-918
248
$958K 0.03%
7,254
+403
249
$952K 0.03%
14,248
250
$913K 0.02%
13,733
-1,640
8 9
10
11 12