PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.84B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$6.1M
3
+$4.82M
4
CVS icon
CVS Health
CVS
+$3.44M
5
AMGN icon
Amgen
AMGN
+$2.34M

Top Sells

1
+$26.4M
2
+$7.71M
3
+$4.93M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.57M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.2M

Sector Composition

1 Technology 10.86%
2 Financials 10.13%
3 Healthcare 8.63%
4 Industrials 7.05%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$327K 0.02%
10,541
-1,865
277
$325K 0.02%
7,731
+122
278
$324K 0.02%
1,781
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279
$322K 0.02%
4,195
280
$320K 0.02%
1
281
$304K 0.02%
21,774
282
$298K 0.02%
8,083
283
$295K 0.02%
1,045
-464
284
$294K 0.02%
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-568
285
$293K 0.02%
2,928
-1,017
286
$292K 0.02%
4,076
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287
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5,577
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288
$288K 0.02%
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289
$287K 0.02%
2,356
290
$285K 0.02%
1,591
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291
$283K 0.02%
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292
$283K 0.02%
1,033
293
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19,424
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294
$279K 0.02%
4,363
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295
$274K 0.01%
644
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296
$268K 0.01%
10,020
297
$268K 0.01%
5,896
298
$267K 0.01%
1,403
299
$267K 0.01%
2,307
-1,508
300
$263K 0.01%
4,144
10 11
12
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