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
$444M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1 +$992K
2 +$851K
3 +$841K
4
SYY icon
Sysco
SYY
+$723K
5
PG icon
Procter & Gamble
PG
+$691K

Top Sells

1 +$1.41M
2 +$1.19M
3 +$312K
4
ESV
Ensco Rowan plc
ESV
+$287K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$226K

Sector Composition

1 Healthcare 12.62%
2 Financials 11.99%
3 Technology 10.35%
4 Consumer Staples 9.99%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$22K 0.01%
268
277
$21K ﹤0.01%
+2,996
278
$19K ﹤0.01%
313
279
$17K ﹤0.01%
2,725
280
$11K ﹤0.01%
334
281
$10K ﹤0.01%
378
282
$7K ﹤0.01%
41
283
$3K ﹤0.01%
49
284
$1K ﹤0.01%
13
285
$1K ﹤0.01%
26
286
$1K ﹤0.01%
11
287
$1K ﹤0.01%
18
288
$1K ﹤0.01%
135
289
$1K ﹤0.01%
8
290
0
291
-2,648