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
$1.19B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.22M
3
+$5.34M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.23M
5
BAC icon
Bank of America
BAC
+$2.8M

Top Sells

1
+$5.07M
2
+$4.14M
3
+$3.56M
4
WFC icon
Wells Fargo
WFC
+$2.13M
5
BP icon
BP
BP
+$1.65M

Sector Composition

1 Financials 15.08%
2 Healthcare 9.21%
3 Technology 7.94%
4 Industrials 7.17%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$211K 0.02%
1,659
+39
327
$210K 0.02%
+5,592
328
$208K 0.02%
10,422
+2,726
329
$207K 0.02%
+1,349
330
$196K 0.02%
910
+110
331
$187K 0.02%
1,967
332
$185K 0.02%
14,438
+10,700
333
$173K 0.01%
4,426
334
$169K 0.01%
3,605
+140
335
$166K 0.01%
1,400
+1,081
336
$147K 0.01%
3,550
+3,100
337
$141K 0.01%
7,850
+3,871
338
$141K 0.01%
109
+50
339
$129K 0.01%
+769
340
$126K 0.01%
+2,804
341
$125K 0.01%
+864
342
$124K 0.01%
2,208
343
$115K 0.01%
1,095
344
$109K 0.01%
+8,496
345
$102K 0.01%
2,856
346
$97K 0.01%
2,241
-83
347
$92K 0.01%
1,580
-673
348
$91K 0.01%
3,357
-399
349
$85K 0.01%
9,186
-972
350
$82K 0.01%
1,377
-305
12 13
14
15 16