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
351
$190K 0.01%
4,553
-16
352
$177K 0.01%
2,704
353
$158K 0.01%
+130
354
$142K 0.01%
+11,832
355
$141K 0.01%
12,401
+150
356
$135K ﹤0.01%
3,725
357
$126K ﹤0.01%
1,662
358
$124K ﹤0.01%
1,778
359
$118K ﹤0.01%
826
360
$104K ﹤0.01%
1,625
361
$99K ﹤0.01%
871
362
$96K ﹤0.01%
463
363
$92K ﹤0.01%
4,913
364
$89K ﹤0.01%
6,000
365
$82K ﹤0.01%
1,000
366
$74K ﹤0.01%
660
367
$73K ﹤0.01%
644
368
$71K ﹤0.01%
2,334
369
$68K ﹤0.01%
5,825
370
$68K ﹤0.01%
630
371
$65K ﹤0.01%
1,202
372
$65K ﹤0.01%
1,892
373
$62K ﹤0.01%
1,599
374
$58K ﹤0.01%
2,000
375
$54K ﹤0.01%
376
13 14
15
16 17