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
$1.19B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.22M
3
+$5.34M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.23M
5
BAC icon
Bank of America
BAC
+$2.8M

Top Sells

1
+$5.07M
2
+$4.14M
3
+$3.56M
4
WFC icon
Wells Fargo
WFC
+$2.13M
5
BP icon
BP
BP
+$1.65M

Sector Composition

1 Financials 15.08%
2 Healthcare 9.21%
3 Technology 7.94%
4 Industrials 7.17%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$305K 0.03%
2,711
-45,032
277
$304K 0.03%
5,256
-200
278
$303K 0.03%
9,122
279
$301K 0.03%
2,758
+16
280
$295K 0.02%
9,000
281
$292K 0.02%
4,798
+229
282
$291K 0.02%
2,620
+2,120
283
$288K 0.02%
+6,033
284
$285K 0.02%
9,154
+34
285
$285K 0.02%
4,840
286
$284K 0.02%
2,095
+417
287
$283K 0.02%
8,399
+3,444
288
$282K 0.02%
1,938
+122
289
$280K 0.02%
18,490
-670
290
$278K 0.02%
6,875
291
$277K 0.02%
1,960
-47
292
$270K 0.02%
4,055
293
$267K 0.02%
+7,567
294
$258K 0.02%
+1,976
295
$256K 0.02%
6,069
-12
296
$254K 0.02%
3,806
-138
297
$254K 0.02%
+565
298
$251K 0.02%
15,776
299
$250K 0.02%
1,097
-69
300
$250K 0.02%
1,363
+47
10 11
12
13 14