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
$1.45B
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
351
$37K ﹤0.01%
1,043
+180
352
$34K ﹤0.01%
4,474
-48,569
353
$30K ﹤0.01%
2,334
354
$29K ﹤0.01%
1,000
-11,361
355
$29K ﹤0.01%
1,102
356
$26K ﹤0.01%
1,000
357
$26K ﹤0.01%
648
-591
358
$24K ﹤0.01%
1,000
359
$24K ﹤0.01%
205
-183
360
$24K ﹤0.01%
1,400
361
$23K ﹤0.01%
2,234
-2,814
362
$23K ﹤0.01%
270
363
$22K ﹤0.01%
1,064
364
$21K ﹤0.01%
750
365
$19K ﹤0.01%
660
366
$19K ﹤0.01%
240
-2,433
367
$19K ﹤0.01%
127
368
$19K ﹤0.01%
+225
369
$19K ﹤0.01%
193
-2,901
370
$18K ﹤0.01%
590
-5,130
371
$17K ﹤0.01%
637
372
$16K ﹤0.01%
339
373
$16K ﹤0.01%
2,000
374
$16K ﹤0.01%
+744
375
$16K ﹤0.01%
18,000
13 14
15
16 17