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
$3.2B
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.88M
3
+$8.23M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$7.72M
5
UNH icon
UnitedHealth
UNH
+$7.22M

Top Sells

1
+$6.69M
2
+$6.49M
3
+$5.63M
4
INTC icon
Intel
INTC
+$5.49M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.97M

Sector Composition

1 Financials 13.99%
2 Technology 13.1%
3 Healthcare 10.47%
4 Industrials 7.18%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$544K 0.02%
1,470
-50
277
$532K 0.02%
10,909
-744
278
$531K 0.02%
10,400
-10,365
279
$526K 0.02%
6,506
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280
$516K 0.02%
1,045
-1
281
$512K 0.02%
8,461
282
$498K 0.02%
1,013
283
$489K 0.02%
1,838
284
$488K 0.02%
7,145
285
$487K 0.02%
730
286
$485K 0.02%
5,450
-10
287
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735
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288
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1,817
289
$478K 0.01%
16,494
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290
$476K 0.01%
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291
$474K 0.01%
22,800
+3,339
292
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293
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-50
294
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2,285
+2,047
295
$461K 0.01%
21,774
296
$456K 0.01%
3,963
297
$455K 0.01%
8,721
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298
$454K 0.01%
3,489
+907
299
$452K 0.01%
4,167
+1,547
300
$452K 0.01%
9,711
+343
10 11
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