PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.43M
3
+$4.46M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.89M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.17M

Top Sells

1
+$16.6M
2
+$6.4M
3
+$2.81M
4
CELG
Celgene Corp
CELG
+$2.5M
5
T icon
AT&T
T
+$2.33M

Sector Composition

1 Financials 13.74%
2 Healthcare 9.69%
3 Technology 7.66%
4 Industrials 6.89%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-21,600
402
– –
-8,064
403
– –
-5,715
404
– –
-17
405
– –
-1,578
406
– –
-648
407
– –
-298
408
– –
-200
409
– –
-44
410
– –
-475
411
– –
-11,405
412
– –
-313
413
– –
-1,095
414
– –
-2,208
415
– –
-125
416
– –
-500
417
– –
-5,658
418
– –
-4,815
419
– –
-1,630
420
– –
-979
421
– –
-4,426
422
– –
-4,581
423
– –
-500
424
– –
-1,103
425
– –
-1,892
14 15 16
17
18