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
$1.84B
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
351
$51K ﹤0.01%
406
352
$50K ﹤0.01%
3,700
353
$50K ﹤0.01%
835
354
$50K ﹤0.01%
338
355
$46K ﹤0.01%
1,599
356
$45K ﹤0.01%
725
357
$45K ﹤0.01%
1,667
358
$44K ﹤0.01%
2,000
359
$43K ﹤0.01%
15,400
360
$41K ﹤0.01%
1,341
-115
361
$39K ﹤0.01%
2,510
362
$39K ﹤0.01%
750
363
$38K ﹤0.01%
3,051
364
$38K ﹤0.01%
1,043
365
$37K ﹤0.01%
1,102
366
$36K ﹤0.01%
350
367
$36K ﹤0.01%
2,334
368
$36K ﹤0.01%
1,892
369
$35K ﹤0.01%
660
370
$34K ﹤0.01%
1,000
371
$34K ﹤0.01%
1,049
-515
372
$29K ﹤0.01%
1,000
373
$28K ﹤0.01%
1,400
374
$27K ﹤0.01%
2,234
375
$27K ﹤0.01%
127
13 14
15
16 17