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
$1.84B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$6.1M
3
+$4.82M
4
CVS icon
CVS Health
CVS
+$3.44M
5
AMGN icon
Amgen
AMGN
+$2.34M

Top Sells

1
+$26.4M
2
+$7.71M
3
+$4.93M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.57M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.2M

Sector Composition

1 Technology 10.86%
2 Financials 10.13%
3 Healthcare 8.63%
4 Industrials 7.05%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$27K ﹤0.01%
225
377
$26K ﹤0.01%
+1,026
378
$25K ﹤0.01%
385
379
$24K ﹤0.01%
270
380
$22K ﹤0.01%
700
-50
381
$22K ﹤0.01%
20
382
$20K ﹤0.01%
95
383
$20K ﹤0.01%
2,000
384
$19K ﹤0.01%
1,000
385
$19K ﹤0.01%
240
386
$18K ﹤0.01%
339
387
$17K ﹤0.01%
576
-1,000
388
$17K ﹤0.01%
105
389
$16K ﹤0.01%
311
390
$16K ﹤0.01%
637
391
$16K ﹤0.01%
164
392
$16K ﹤0.01%
360
393
$15K ﹤0.01%
70
394
$14K ﹤0.01%
555
395
$14K ﹤0.01%
300
-59
396
$13K ﹤0.01%
200
397
$12K ﹤0.01%
566
398
$11K ﹤0.01%
25
399
$11K ﹤0.01%
1,280
400
$11K ﹤0.01%
313
14 15
16
17 18