PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.96B
1-Year Return
8.8%
This Quarter Return
+3.11%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$435M
AUM Growth
+$45.2M
(+12%)
Cap. Flow
+$24.8M
Cap. Flow
% of AUM
5.71%
Top 10 Holdings %
Top 10 Hldgs %
20.48%
Holding
295
New
41
Increased
111
Reduced
90
Closed
15
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.7M |
| 2 |
iShares Select Dividend ETF
DVY
|
$1.66M |
| 3 |
AGN
Allergan plc
AGN
|
$1.31M |
| 4 |
Vanguard Growth ETF
VUG
|
$1.26M |
| 5 |
Kohl's
KSS
|
$1.19M |
Top Sells
| 1 |
Eli Lilly
LLY
|
$1.68M |
| 2 |
Seagate
STX
|
$1.31M |
| 3 |
AstraZeneca
AZN
|
$570K |
| 4 |
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% |
