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
401
$17K ﹤0.01%
94
-10
402
$13K ﹤0.01%
555
403
$13K ﹤0.01%
+385
404
$13K ﹤0.01%
1,280
405
$11K ﹤0.01%
500
406
$10K ﹤0.01%
311
407
$9K ﹤0.01%
475
-42
408
$8K ﹤0.01%
378
409
$7K ﹤0.01%
200
410
$6K ﹤0.01%
100
411
$6K ﹤0.01%
551
412
$5K ﹤0.01%
+25
413
$5K ﹤0.01%
100
414
$5K ﹤0.01%
+44
415
$5K ﹤0.01%
139
416
$4K ﹤0.01%
+111
417
$4K ﹤0.01%
+113
418
$4K ﹤0.01%
+76
419
$4K ﹤0.01%
+38
420
$3K ﹤0.01%
130
-15,010
421
$3K ﹤0.01%
+54
422
$3K ﹤0.01%
+18
423
$3K ﹤0.01%
95
-106
424
$3K ﹤0.01%
+19
425
$3K ﹤0.01%
+17
14 15 16
17
18