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
$1.45B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$87M
2
+$8.05M
3
+$7.08M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.49M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.73M

Top Sells

1
+$11.6M
2
+$9.49M
3
+$8.73M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.13M
5
AGN
Allergan plc
AGN
+$3.04M

Sector Composition

1 Financials 10.29%
2 Technology 9.98%
3 Healthcare 8.37%
4 Industrials 6.55%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$101K 0.01%
5,857
327
$100K 0.01%
5,819
328
$94K 0.01%
+642
329
$91K 0.01%
2,599
+436
330
$82K 0.01%
17,003
+3,176
331
$80K 0.01%
1,818
332
$79K 0.01%
3,926
-3,907
333
$72K 0.01%
+1,501
334
$67K ﹤0.01%
2,305
-9,941
335
$66K ﹤0.01%
+2,564
336
$60K ﹤0.01%
4,500
337
$59K ﹤0.01%
+729
338
$56K ﹤0.01%
3,591
339
$52K ﹤0.01%
1,078
+46
340
$51K ﹤0.01%
+885
341
$50K ﹤0.01%
16,070
-1,478
342
$49K ﹤0.01%
822
+308
343
$48K ﹤0.01%
2,524
-394
344
$47K ﹤0.01%
3,700
345
$47K ﹤0.01%
1,892
346
$42K ﹤0.01%
+965
347
$42K ﹤0.01%
+1,667
348
$40K ﹤0.01%
3,051
349
$39K ﹤0.01%
1,599
350
$37K ﹤0.01%
2,510
-9,100
12 13
14
15 16