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
301
$247K 0.02%
10,500
302
$245K 0.02%
+3,474
303
$242K 0.02%
11,405
-975
304
$238K 0.02%
12,054
305
$238K 0.02%
2,214
306
$237K 0.02%
+3,069
307
$236K 0.02%
+602
308
$236K 0.02%
5,292
-542
309
$232K 0.02%
3,151
+151
310
$231K 0.02%
1,971
311
$228K 0.02%
3,142
-142
312
$225K 0.02%
17,546
+6,046
313
$223K 0.02%
2,415
+121
314
$222K 0.02%
+1,504
315
$222K 0.02%
+2,004
316
$221K 0.02%
5,514
317
$221K 0.02%
+2,680
318
$221K 0.02%
21,600
-640
319
$221K 0.02%
7,798
320
$216K 0.02%
+605
321
$214K 0.02%
12,119
+422
322
$213K 0.02%
+5,571
323
$212K 0.02%
+3,524
324
$212K 0.02%
4,500
325
$212K 0.02%
3,384
+10
11 12
13
14 15