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
351
$265K 0.01%
1,067
-2
352
$264K 0.01%
10,853
353
$263K 0.01%
2,533
-38
354
$259K 0.01%
3,032
355
$256K 0.01%
+6,807
356
$256K 0.01%
+2,248
357
$256K 0.01%
4,620
358
$253K 0.01%
4,800
359
$252K 0.01%
9,836
+48
360
$250K 0.01%
3,694
+774
361
$245K 0.01%
9,193
+41
362
$237K 0.01%
+1,413
363
$237K 0.01%
12,588
364
$235K 0.01%
10,473
+141
365
$233K 0.01%
275
+235
366
$230K 0.01%
+2,415
367
$229K 0.01%
+1,039
368
$225K 0.01%
3,835
369
$223K 0.01%
+1,383
370
$222K 0.01%
+3,090
371
$219K 0.01%
2,793
-1,486
372
$218K 0.01%
+3,173
373
$218K 0.01%
6,672
-20,737
374
$217K 0.01%
2,799
+49
375
$217K 0.01%
5,000