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
$4.67B
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.46M
3
+$8.2M
4
ZTS icon
Zoetis
ZTS
+$6.92M
5
FAST icon
Fastenal
FAST
+$4.93M

Top Sells

1
+$9.68M
2
+$8.07M
3
+$6.67M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.21M
5
LLY icon
Eli Lilly
LLY
+$4.96M

Sector Composition

1 Technology 16.6%
2 Financials 13.38%
3 Healthcare 10.95%
4 Industrials 7.37%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$648K 0.01%
2,437
302
$644K 0.01%
7,164
303
$637K 0.01%
34,935
304
$636K 0.01%
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305
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4,567
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405
307
$611K 0.01%
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308
$592K 0.01%
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309
$590K 0.01%
18,303
310
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22,169
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311
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3,551
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312
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313
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314
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315
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316
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3,606
317
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321
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2,170
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323
$494K 0.01%
6,143
-1,317
324
$492K 0.01%
13,564
325
$489K 0.01%
2,815
+29
11 12
13
14 15