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
$1.45B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$87M
2
+$8.05M
3
+$7.08M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.49M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.73M

Top Sells

1
+$11.6M
2
+$9.49M
3
+$8.73M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.13M
5
AGN
Allergan plc
AGN
+$3.04M

Sector Composition

1 Financials 10.29%
2 Technology 9.98%
3 Healthcare 8.37%
4 Industrials 6.55%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$399K 0.03%
10,783
-140
252
$393K 0.03%
1,251
+90
253
$389K 0.03%
13,905
254
$386K 0.03%
5,303
255
$380K 0.03%
6,925
-3,836
256
$372K 0.03%
36,326
-6,741
257
$371K 0.03%
5,884
258
$368K 0.03%
5,646
-200
259
$363K 0.03%
7,504
+687
260
$353K 0.02%
7,656
+1,397
261
$350K 0.02%
10,276
-1,762
262
$346K 0.02%
1,504
+20
263
$336K 0.02%
4,012
+288
264
$332K 0.02%
7,498
+362
265
$331K 0.02%
3,761
+164
266
$329K 0.02%
4,690
-15,582
267
$325K 0.02%
2,671
-570
268
$318K 0.02%
2,620
269
$313K 0.02%
1,003
-240
270
$311K 0.02%
1,947
-92
271
$305K 0.02%
1,064
-14
272
$304K 0.02%
12,459
-79
273
$303K 0.02%
2,804
+234
274
$298K 0.02%
2,095
-52
275
$297K 0.02%
64,631
+11,800
9 10
11
12 13