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
$2.81B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.97M
3
+$9.17M
4
KO icon
Coca-Cola
KO
+$7.21M
5
NOW icon
ServiceNow
NOW
+$6.46M

Top Sells

1
+$14.1M
2
+$7.95M
3
+$6.94M
4
CSCO icon
Cisco
CSCO
+$4.84M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$4.69M

Sector Composition

1 Technology 13.35%
2 Financials 13.13%
3 Healthcare 11.31%
4 Industrials 7.96%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$345K 0.01%
1,356
-99
302
$328K 0.01%
1,800
+671
303
$328K 0.01%
1,877
-1,337
304
$326K 0.01%
+18,079
305
$323K 0.01%
4,390
+858
306
$321K 0.01%
3,054
307
$321K 0.01%
6,936
+34
308
$321K 0.01%
3,924
-25
309
$316K 0.01%
6,503
-167
310
$313K 0.01%
2,723
-1,469
311
$311K 0.01%
+1,495
312
$311K 0.01%
2,980
+119
313
$310K 0.01%
+9,267
314
$307K 0.01%
+5,652
315
$306K 0.01%
21,096
316
$296K 0.01%
6,250
317
$293K 0.01%
764
-289
318
$290K 0.01%
1,384
+12
319
$287K 0.01%
10,112
+729
320
$287K 0.01%
3,020
321
$280K 0.01%
1,433
-395
322
$280K 0.01%
13,398
+45
323
$274K 0.01%
3,587
+757
324
$272K 0.01%
3,632
+1,146
325
$271K 0.01%
+2,302
11 12
13
14 15