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
$435M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.66M
3
+$1.31M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.26M
5
KSS icon
Kohl's
KSS
+$1.19M

Top Sells

1
+$1.68M
2
+$1.31M
3
+$570K
4
AME icon
Ametek
AME
+$524K
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$475K

Sector Composition

1 Healthcare 13.15%
2 Financials 11.99%
3 Technology 10.46%
4 Consumer Staples 9.46%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$205K 0.05%
+1,036
252
$205K 0.05%
+2,613
253
$203K 0.05%
+115
254
$202K 0.05%
6,697
-18,884
255
$201K 0.05%
+2,477
256
$199K 0.05%
782
-156
257
$193K 0.04%
1,408
258
$186K 0.04%
10,925
-2,680
259
$149K 0.03%
34,000
260
$139K 0.03%
2,648
261
$64K 0.01%
6,654
262
$60K 0.01%
2,476
263
$57K 0.01%
2,808
264
$33K 0.01%
+1,064
265
$24K 0.01%
+300
266
$21K ﹤0.01%
268
267
$19K ﹤0.01%
+313
268
$18K ﹤0.01%
325
-52
269
$16K ﹤0.01%
2,725
270
$10K ﹤0.01%
378
271
$10K ﹤0.01%
334
-94
272
$7K ﹤0.01%
41
273
$3K ﹤0.01%
49
274
– –
0
275
$1K ﹤0.01%
13
8 9 10
11
12