PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.84B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$6.1M
3
+$4.82M
4
CVS icon
CVS Health
CVS
+$3.44M
5
AMGN icon
Amgen
AMGN
+$2.34M

Top Sells

1
+$26.4M
2
+$7.71M
3
+$4.93M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.57M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.2M

Sector Composition

1 Technology 10.86%
2 Financials 10.13%
3 Healthcare 8.63%
4 Industrials 7.05%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$260K 0.01%
+792
302
$259K 0.01%
800
-602
303
$258K 0.01%
2,850
-150
304
$258K 0.01%
740
+13
305
$257K 0.01%
1,087
306
$257K 0.01%
+5,000
307
$257K 0.01%
1,328
-72
308
$249K 0.01%
6,512
309
$248K 0.01%
3,899
+72
310
$242K 0.01%
+1,342
311
$237K 0.01%
+1,004
312
$234K 0.01%
12,954
313
$232K 0.01%
1,505
314
$232K 0.01%
+1,500
315
$229K 0.01%
2,400
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316
$227K 0.01%
2,932
+62
317
$226K 0.01%
6,395
+5,805
318
$223K 0.01%
8,500
319
$221K 0.01%
2,541
-414
320
$220K 0.01%
+3,078
321
$216K 0.01%
12,800
322
$215K 0.01%
10,000
323
$214K 0.01%
+729
324
$213K 0.01%
+3,918
325
$211K 0.01%
+2,218
11 12
13
14 15