PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.84B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$6.1M
3
+$4.82M
4
CVS icon
CVS Health
CVS
+$3.44M
5
AMGN icon
Amgen
AMGN
+$2.34M

Top Sells

1
+$26.4M
2
+$7.71M
3
+$4.93M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.57M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.2M

Sector Composition

1 Technology 10.86%
2 Financials 10.13%
3 Healthcare 8.63%
4 Industrials 7.05%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$204K 0.01%
+3,943
327
$191K 0.01%
10,956
-886
328
$187K 0.01%
11,500
329
$177K 0.01%
9,573
+36
330
$167K 0.01%
12,588
331
$165K 0.01%
9,684
+40
332
$154K 0.01%
2,905
333
$140K 0.01%
12,824
+8
334
$138K 0.01%
103
335
$136K 0.01%
9,849
336
$135K 0.01%
3,926
337
$133K 0.01%
5,533
-7,094
338
$125K 0.01%
2,685
339
$120K 0.01%
19,986
340
$119K 0.01%
17,832
341
$105K 0.01%
1,915
342
$92K 0.01%
1,906
343
$85K ﹤0.01%
2,207
344
$84K ﹤0.01%
1,094
345
$80K ﹤0.01%
2,564
346
$76K ﹤0.01%
729
347
$57K ﹤0.01%
2,524
348
$55K ﹤0.01%
3,591
349
$55K ﹤0.01%
4,474
350
$54K ﹤0.01%
2,670
-2,169
12 13
14
15 16