PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.96B
This Quarter Return
+3.02%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$444M
AUM Growth
+$444M
(+2.1%)
Cap. Flow
+$6.68M
Cap. Flow
% of AUM
1.5%
Top 10 Holdings %
Top 10 Hldgs %
20.3%
Holding
291
New
11
Increased
56
Reduced
58
Closed
1
Top Buys
| 1 |
General Mills
GIS
|
$992K |
| 2 |
Walmart
WMT
|
$851K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$841K |
| 4 |
Sysco
SYY
|
$723K |
| 5 |
Procter & Gamble
PG
|
$691K |
Top Sells
| 1 |
Gilead Sciences
GILD
|
$1.41M |
| 2 |
EMC
EMC CORPORATION
EMC
|
$1.19M |
| 3 |
ESV
Ensco Rowan plc
ESV
|
$287K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$226K |
| 5 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$139K |
Sector Composition
| 1 | Healthcare | 12.62% |
| 2 | Financials | 11.99% |
| 3 | Technology | 10.35% |
| 4 | Consumer Staples | 9.99% |
| 5 | Industrials | 8.44% |
