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
$3.2B
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.88M
3
+$8.23M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$7.72M
5
UNH icon
UnitedHealth
UNH
+$7.22M

Top Sells

1
+$6.69M
2
+$6.49M
3
+$5.63M
4
INTC icon
Intel
INTC
+$5.49M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.97M

Sector Composition

1 Financials 13.99%
2 Technology 13.1%
3 Healthcare 10.47%
4 Industrials 7.18%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$452K 0.01%
3,784
302
$422K 0.01%
3,990
-1,853
303
$420K 0.01%
4,284
+14
304
$420K 0.01%
1,548
+429
305
$410K 0.01%
2,437
+2,018
306
$408K 0.01%
1,392
+264
307
$407K 0.01%
1,593
+695
308
$401K 0.01%
2,625
309
$396K 0.01%
6,802
-692
310
$388K 0.01%
18,944
-480
311
$383K 0.01%
+2,660
312
$378K 0.01%
1,672
+414
313
$369K 0.01%
687
-1
314
$368K 0.01%
4,442
315
$365K 0.01%
1,786
+76
316
$364K 0.01%
3,028
-239
317
$363K 0.01%
+7,568
318
$362K 0.01%
+2,473
319
$359K 0.01%
3,089
+11
320
$359K 0.01%
4,952
-67
321
$359K 0.01%
6,017
+1,382
322
$358K 0.01%
43,511
323
$357K 0.01%
4,084
+1,399
324
$357K 0.01%
13,320
+3,633
325
$349K 0.01%
1,037
11 12
13
14 15