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
$779M
AUM Growth
+$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$57.5M
2
+$22.8M
3
+$20.2M
4
KO icon
Coca-Cola
KO
+$5.35M
5
XOM icon
Exxon Mobil
XOM
+$3.28M

Top Sells

1
+$28M
2
+$7.42M
3
+$2.03M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.85M
5
DD
Du Pont De Nemours E I
DD
+$1.77M

Sector Composition

1 Financials 19.09%
2 Healthcare 9.24%
3 Technology 7.8%
4 Consumer Staples 7.3%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$258K 0.03%
4,180
-555
252
$257K 0.03%
4,300
-912
253
$250K 0.03%
4,658
-5,830
254
$248K 0.03%
6,112
+404
255
$248K 0.03%
4,863
256
$248K 0.03%
6,396
-575
257
$236K 0.03%
2,192
-638
258
$234K 0.03%
7,038
-6
259
$234K 0.03%
4,055
-50
260
$231K 0.03%
+5,271
261
$227K 0.03%
124
-2
262
$226K 0.03%
+8,500
263
$222K 0.03%
3,362
+69
264
$220K 0.03%
+2,220
265
$216K 0.03%
7,500
266
$215K 0.03%
2,693
-50
267
$213K 0.03%
2,202
+620
268
$206K 0.03%
+5,349
269
$205K 0.03%
+24,800
270
$203K 0.03%
4,757
271
$201K 0.03%
3,190
272
$118K 0.02%
34,000
273
– –
-186
274
– –
-487
275
– –
-41
9 10
11
12 13