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
$1.24B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1 +$18M
2 +$11.3M
3 +$4.95M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.96M
5
HD icon
Home Depot
HD
+$2.45M

Top Sells

1 +$11.5M
2 +$5.08M
3 +$2.45M
4
BA icon
Boeing
BA
+$2.24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.76M

Sector Composition

1 Financials 13.39%
2 Healthcare 8.68%
3 Technology 8.06%
4 Industrials 6.73%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$11K ﹤0.01%
+295
402
$10K ﹤0.01%
+20
403
$8K ﹤0.01%
+378
404
$7K ﹤0.01%
+25
405
$7K ﹤0.01%
+350
406
$7K ﹤0.01%
+357
407
$7K ﹤0.01%
+200
408
$6K ﹤0.01%
+320
409
$6K ﹤0.01%
+70
410
$6K ﹤0.01%
+300
411
$6K ﹤0.01%
+60
412
$5K ﹤0.01%
+100
413
$5K ﹤0.01%
+95
414
$5K ﹤0.01%
+100
415
$5K ﹤0.01%
+44
416
$5K ﹤0.01%
+256
417
$5K ﹤0.01%
+101
418
$4K ﹤0.01%
+130
419
$4K ﹤0.01%
+111
420
$4K ﹤0.01%
+113
421
$4K ﹤0.01%
+200
422
$4K ﹤0.01%
+76
423
$4K ﹤0.01%
+200
424
$4K ﹤0.01%
+49
425
$4K ﹤0.01%
+551