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
$1.45B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$87M
2
+$8.05M
3
+$7.08M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.49M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.73M

Top Sells

1
+$11.6M
2
+$9.49M
3
+$8.73M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.13M
5
AGN
Allergan plc
AGN
+$3.04M

Sector Composition

1 Financials 10.29%
2 Technology 9.98%
3 Healthcare 8.37%
4 Industrials 6.55%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$222K 0.02%
2,233
302
$222K 0.02%
3,471
303
$219K 0.02%
6,685
-1,233
304
$217K 0.02%
2,685
+43
305
$216K 0.01%
1,020
-875
306
$216K 0.01%
727
307
$215K 0.01%
3,755
308
$215K 0.01%
21,600
-1,720
309
$207K 0.01%
10,013
310
$207K 0.01%
3,440
-1,084
311
$204K 0.01%
2,870
-154
312
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3,000
-134
313
$163K 0.01%
11,500
+1,000
314
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3,752
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315
$146K 0.01%
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316
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317
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$132K 0.01%
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319
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103
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320
$127K 0.01%
12,588
321
$124K 0.01%
9,628
+44
322
$119K 0.01%
12,769
-8,987
323
$116K 0.01%
9,849
+153
324
$106K 0.01%
644
-166
325
$105K 0.01%
19,986
-10
11 12
13
14 15