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
$4.67B
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.46M
3
+$8.2M
4
ZTS icon
Zoetis
ZTS
+$6.92M
5
FAST icon
Fastenal
FAST
+$4.93M

Top Sells

1
+$9.68M
2
+$8.07M
3
+$6.67M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.21M
5
LLY icon
Eli Lilly
LLY
+$4.96M

Sector Composition

1 Technology 16.6%
2 Financials 13.38%
3 Healthcare 10.95%
4 Industrials 7.37%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1M 0.02%
5,150
-27
277
$991K 0.02%
9,468
278
$986K 0.02%
12,876
+64
279
$970K 0.02%
4,077
-246
280
$960K 0.02%
3,901
281
$913K 0.02%
15,668
-331
282
$873K 0.02%
11,322
-146
283
$870K 0.02%
36,763
284
$834K 0.02%
4,448
+689
285
$832K 0.02%
6,059
+1,476
286
$803K 0.02%
16,356
-931
287
$802K 0.02%
+18,415
288
$801K 0.02%
20,396
289
$800K 0.02%
9,074
290
$796K 0.02%
15,689
+1,500
291
$792K 0.02%
1,408
292
$784K 0.02%
3,646
-123
293
$764K 0.02%
17,871
294
$761K 0.02%
5,735
-403
295
$759K 0.02%
12,598
-114
296
$756K 0.02%
24,322
-1,500
297
$754K 0.02%
5,884
298
$748K 0.02%
3,319
+81
299
$747K 0.02%
46,030
+1,578
300
$670K 0.01%
3,665
+320
10 11
12
13 14