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
$444M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$851K
3
+$841K
4
SYY icon
Sysco
SYY
+$723K
5
PG icon
Procter & Gamble
PG
+$691K

Top Sells

1
+$1.41M
2
+$1.19M
3
+$312K
4
ESV
Ensco Rowan plc
ESV
+$287K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$226K

Sector Composition

1 Healthcare 12.62%
2 Financials 11.99%
3 Technology 10.35%
4 Consumer Staples 9.99%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$214K 0.05%
3,150
252
$213K 0.05%
5,104
253
$212K 0.05%
3,672
254
$211K 0.05%
1,555
255
$211K 0.05%
4,529
256
$210K 0.05%
4,648
257
$210K 0.05%
1,408
258
$210K 0.05%
4,662
259
$208K 0.05%
8,000
260
$207K 0.05%
5,970
261
$205K 0.05%
2,613
262
$203K 0.05%
115
263
$202K 0.05%
6,697
264
$201K 0.05%
2,477
265
$199K 0.04%
782
266
$193K 0.04%
+12,962
267
$186K 0.04%
10,925
268
$149K 0.03%
34,000
269
$131K 0.03%
+3,085
270
$75K 0.02%
7,554
+900
271
$74K 0.02%
3,226
+418
272
$72K 0.02%
2,856
+380
273
$40K 0.01%
1,064
274
$28K 0.01%
+2,425
275
$23K 0.01%
300
8 9 10
11
12