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
$2.81B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.97M
3
+$9.17M
4
KO icon
Coca-Cola
KO
+$7.21M
5
NOW icon
ServiceNow
NOW
+$6.46M

Top Sells

1
+$14.1M
2
+$7.95M
3
+$6.94M
4
CSCO icon
Cisco
CSCO
+$4.84M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$4.69M

Sector Composition

1 Technology 13.35%
2 Financials 13.13%
3 Healthcare 11.31%
4 Industrials 7.96%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$271K 0.01%
2,947
+4
327
$263K 0.01%
5,266
+52
328
$260K 0.01%
+4,114
329
$258K 0.01%
1,500
330
$257K 0.01%
10,107
+5
331
$256K 0.01%
938
-76
332
$253K 0.01%
+4,023
333
$244K 0.01%
3,239
+2,969
334
$244K 0.01%
8,500
335
$239K 0.01%
3,646
+513
336
$235K 0.01%
504
+4
337
$234K 0.01%
+1,210
338
$232K 0.01%
+17,308
339
$229K 0.01%
17,209
340
$229K 0.01%
2,156
+167
341
$229K 0.01%
687
342
$226K 0.01%
4,777
+5
343
$220K 0.01%
6,697
344
$215K 0.01%
4,876
345
$211K 0.01%
1,064
-497
346
$209K 0.01%
+4,900
347
$207K 0.01%
+2,232
348
$203K 0.01%
+4,437
349
$193K 0.01%
9,886
+36
350
$192K 0.01%
13,050
+462
12 13
14
15 16