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
$4.67B
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.46M
3
+$8.2M
4
ZTS icon
Zoetis
ZTS
+$6.92M
5
FAST icon
Fastenal
FAST
+$4.93M

Top Sells

1
+$9.68M
2
+$8.07M
3
+$6.67M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.21M
5
LLY icon
Eli Lilly
LLY
+$4.96M

Sector Composition

1 Technology 16.6%
2 Financials 13.38%
3 Healthcare 10.95%
4 Industrials 7.37%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.34M 0.03%
46,213
-24
252
$1.32M 0.03%
16,289
253
$1.31M 0.03%
2,446
-289
254
$1.29M 0.03%
1,259
+140
255
$1.28M 0.03%
64,909
+3
256
$1.28M 0.03%
3,249
257
$1.23M 0.03%
17,273
-1,006
258
$1.21M 0.03%
23,595
+2,227
259
$1.2M 0.03%
10,100
-233
260
$1.17M 0.03%
8,004
-43
261
$1.16M 0.02%
34,707
-720
262
$1.14M 0.02%
5,941
+44
263
$1.13M 0.02%
4,685
+1,805
264
$1.13M 0.02%
12,941
265
$1.12M 0.02%
2,482
+23
266
$1.1M 0.02%
1,890
-220
267
$1.1M 0.02%
7,260
+250
268
$1.1M 0.02%
14,405
269
$1.1M 0.02%
3,702
+40
270
$1.05M 0.02%
13,844
-13,874
271
$1.05M 0.02%
5,048
-120
272
$1.05M 0.02%
4,559
+39
273
$1.03M 0.02%
10,208
274
$1.03M 0.02%
6,468
-1,730
275
$1.02M 0.02%
7,087
+132
9 10
11
12 13