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
$3.2B
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.88M
3
+$8.23M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$7.72M
5
UNH icon
UnitedHealth
UNH
+$7.22M

Top Sells

1
+$6.69M
2
+$6.49M
3
+$5.63M
4
INTC icon
Intel
INTC
+$5.49M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.97M

Sector Composition

1 Financials 13.99%
2 Technology 13.1%
3 Healthcare 10.47%
4 Industrials 7.18%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$344K 0.01%
977
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327
$342K 0.01%
5,811
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$338K 0.01%
3,112
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330
$335K 0.01%
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331
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1,825
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333
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334
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335
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336
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337
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8,500
338
$309K 0.01%
2,830
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339
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340
$306K 0.01%
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341
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342
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343
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344
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345
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346
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603
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347
$277K 0.01%
5,121
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348
$270K 0.01%
+3,317
349
$268K 0.01%
+2,000
350
$268K 0.01%
2,623
12 13
14
15 16