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
$4.67B
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.46M
3
+$8.2M
4
ZTS icon
Zoetis
ZTS
+$6.92M
5
FAST icon
Fastenal
FAST
+$4.93M

Top Sells

1
+$9.68M
2
+$8.07M
3
+$6.67M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.21M
5
LLY icon
Eli Lilly
LLY
+$4.96M

Sector Composition

1 Technology 16.6%
2 Financials 13.38%
3 Healthcare 10.95%
4 Industrials 7.37%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$372K 0.01%
7,494
-176
352
$372K 0.01%
13,692
353
$369K 0.01%
9,731
-283
354
$365K 0.01%
3,738
-3,687
355
$360K 0.01%
2,625
356
$350K 0.01%
5,646
+1,326
357
$347K 0.01%
6,647
358
$342K 0.01%
2,960
359
$332K 0.01%
9,267
360
$332K 0.01%
5,306
-541
361
$331K 0.01%
9,286
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362
$328K 0.01%
8,398
363
$326K 0.01%
15,638
364
$323K 0.01%
2,711
365
$310K 0.01%
3,606
366
$310K 0.01%
6,381
-797
367
$304K 0.01%
1,297
368
$302K 0.01%
2,462
-87
369
$300K 0.01%
8,335
370
$299K 0.01%
1,806
+1,183
371
$298K 0.01%
8,155
-785
372
$296K 0.01%
9,179
-506
373
$295K 0.01%
6,226
374
$293K 0.01%
5,420
-100
375
$291K 0.01%
+1,698
13 14
15
16 17