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
376
$287K 0.01%
612
+20
377
$287K 0.01%
1,146
+36
378
$286K 0.01%
1,466
379
$284K 0.01%
7,335
+120
380
$277K 0.01%
7,895
+136
381
$270K 0.01%
815
-19
382
$268K 0.01%
13,476
383
$266K 0.01%
13,050
384
$265K 0.01%
6,959
-93
385
$265K 0.01%
5,825
386
$261K 0.01%
1,240
+17
387
$260K 0.01%
6,335
-595
388
$253K 0.01%
8,680
389
$251K 0.01%
2,230
390
$250K 0.01%
10,154
391
$248K 0.01%
4,973
392
$248K 0.01%
816
393
$247K 0.01%
4,854
+171
394
$245K 0.01%
+2,696
395
$241K 0.01%
2,040
396
$239K 0.01%
3,287
+262
397
$237K 0.01%
1,430
-1,493
398
$236K 0.01%
6,738
399
$236K 0.01%
3,483
400
$236K 0.01%
5,194
14 15
16
17 18