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
$2.81B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.97M
3
+$9.17M
4
KO icon
Coca-Cola
KO
+$7.21M
5
NOW icon
ServiceNow
NOW
+$6.46M

Top Sells

1
+$14.1M
2
+$7.95M
3
+$6.94M
4
CSCO icon
Cisco
CSCO
+$4.84M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$4.69M

Sector Composition

1 Technology 13.35%
2 Financials 13.13%
3 Healthcare 11.31%
4 Industrials 7.96%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$686K 0.02%
14,120
+880
252
$685K 0.02%
32,802
-421
253
$677K 0.02%
6,147
254
$667K 0.02%
2,711
-41
255
$649K 0.02%
5,788
+475
256
$643K 0.02%
+12,834
257
$627K 0.02%
1,318
-108
258
$597K 0.02%
10,966
259
$584K 0.02%
1,514
+2
260
$563K 0.02%
34,797
-285
261
$563K 0.02%
1,726
-1
262
$560K 0.02%
11,845
263
$549K 0.02%
21,000
-50
264
$543K 0.02%
5,884
265
$540K 0.02%
4,645
-125
266
$527K 0.02%
9,500
+6,000
267
$513K 0.02%
32,608
+116
268
$505K 0.02%
50,598
-1,577
269
$504K 0.02%
9,847
270
$503K 0.02%
9,710
+102
271
$500K 0.02%
28,964
-12,012
272
$491K 0.02%
5,426
+20
273
$489K 0.02%
5,386
+1,395
274
$478K 0.02%
7,496
-890
275
$476K 0.02%
+10,157
9 10
11
12 13