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
$1.19B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.22M
3
+$5.34M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.23M
5
BAC icon
Bank of America
BAC
+$2.8M

Top Sells

1
+$5.07M
2
+$4.14M
3
+$3.56M
4
WFC icon
Wells Fargo
WFC
+$2.13M
5
BP icon
BP
BP
+$1.65M

Sector Composition

1 Financials 15.08%
2 Healthcare 9.21%
3 Technology 7.94%
4 Industrials 7.17%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$31K ﹤0.01%
+1,000
377
$31K ﹤0.01%
1,000
378
$31K ﹤0.01%
648
379
$28K ﹤0.01%
313
-71
380
$28K ﹤0.01%
1,630
381
$27K ﹤0.01%
660
382
$27K ﹤0.01%
+1,144
383
$26K ﹤0.01%
380
384
$25K ﹤0.01%
700
385
$25K ﹤0.01%
+708
386
$24K ﹤0.01%
750
387
$23K ﹤0.01%
995
-9,111
388
$23K ﹤0.01%
400
389
$22K ﹤0.01%
+727
390
$22K ﹤0.01%
+930
391
$21K ﹤0.01%
270
392
$21K ﹤0.01%
+691
393
$20K ﹤0.01%
+1,316
394
$19K ﹤0.01%
1,000
395
$19K ﹤0.01%
240
396
$19K ﹤0.01%
979
397
$18K ﹤0.01%
159
398
$18K ﹤0.01%
566
399
$17K ﹤0.01%
+621
400
$17K ﹤0.01%
359
14 15
16
17 18