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
$985M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1 +$5.01M
2 +$4.13M
3 +$3.48M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.23M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.23M

Top Sells

1 +$5.33M
2 +$5.19M
3 +$3.45M
4
AMT icon
American Tower
AMT
+$2M
5
QCOM icon
Qualcomm
QCOM
+$1.93M

Sector Composition

1 Financials 16.88%
2 Healthcare 8.5%
3 Technology 7.36%
4 Industrials 7%
5 Consumer Staples 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$15K ﹤0.01%
+1,026
377
$14K ﹤0.01%
+1,280
378
$13K ﹤0.01%
+311
379
$13K ﹤0.01%
+555
380
$13K ﹤0.01%
+385
381
$13K ﹤0.01%
+65
382
$12K ﹤0.01%
+212
383
$12K ﹤0.01%
+566
384
$8K ﹤0.01%
+378
385
$8K ﹤0.01%
+474
386
$7K ﹤0.01%
+134
387
$7K ﹤0.01%
+139
388
$6K ﹤0.01%
+99
389
$6K ﹤0.01%
+26
390
$6K ﹤0.01%
+128
391
$6K ﹤0.01%
+379
392
$6K ﹤0.01%
+100
393
$6K ﹤0.01%
+201
394
$5K ﹤0.01%
+433
395
$4K ﹤0.01%
+46
396
$4K ﹤0.01%
+111
397
$4K ﹤0.01%
+100
398
$4K ﹤0.01%
+139
399
$4K ﹤0.01%
+400
400
$3K ﹤0.01%
+85