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
$2.81B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.97M
3
+$9.17M
4
KO icon
Coca-Cola
KO
+$7.21M
5
NOW icon
ServiceNow
NOW
+$6.46M

Top Sells

1
+$14.1M
2
+$7.95M
3
+$6.94M
4
CSCO icon
Cisco
CSCO
+$4.84M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$4.69M

Sector Composition

1 Technology 13.35%
2 Financials 13.13%
3 Healthcare 11.31%
4 Industrials 7.96%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$467K 0.02%
2,668
+185
277
$457K 0.02%
8,467
+6
278
$457K 0.02%
41,070
+13,450
279
$452K 0.02%
4,723
+415
280
$444K 0.02%
1,869
+741
281
$411K 0.01%
2,396
-248
282
$410K 0.01%
5,246
283
$407K 0.01%
10,253
-2,960
284
$404K 0.01%
+8,066
285
$402K 0.01%
13,575
+2,685
286
$397K 0.01%
7,139
+622
287
$391K 0.01%
2,846
+996
288
$390K 0.01%
21,774
289
$389K 0.01%
986
290
$388K 0.01%
+7,716
291
$385K 0.01%
16,494
292
$381K 0.01%
10,055
+871
293
$377K 0.01%
7,145
294
$370K 0.01%
4,763
295
$369K 0.01%
2,702
+305
296
$362K 0.01%
3,075
+450
297
$355K 0.01%
7,318
-2,835
298
$353K 0.01%
7,657
+589
299
$353K 0.01%
2,717
+425
300
$351K 0.01%
4,113
+1,290
10 11
12
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