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
376
$52K ﹤0.01%
1,049
-3,490
377
$47K ﹤0.01%
445
378
$46K ﹤0.01%
3,591
379
$45K ﹤0.01%
812
380
$45K ﹤0.01%
2,524
381
$45K ﹤0.01%
3,051
382
$45K ﹤0.01%
514
383
$43K ﹤0.01%
3,700
384
$42K ﹤0.01%
1,102
385
$40K ﹤0.01%
1,026
386
$37K ﹤0.01%
1,032
387
$35K ﹤0.01%
1,000
388
$34K ﹤0.01%
270
389
$33K ﹤0.01%
2,510
390
$28K ﹤0.01%
127
391
$27K ﹤0.01%
928
392
$26K ﹤0.01%
670
393
$26K ﹤0.01%
225
394
$25K ﹤0.01%
2,234
395
$24K ﹤0.01%
1,145
396
$21K ﹤0.01%
744
397
$19K ﹤0.01%
2,255
398
$17K ﹤0.01%
+1,500
399
$17K ﹤0.01%
164
400
$15K ﹤0.01%
2,000
14 15
16
17 18