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
$1.45B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1 +$87M
2 +$8.05M
3 +$7.08M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.49M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.73M

Top Sells

1 +$11.6M
2 +$9.49M
3 +$8.73M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.13M
5
AGN
Allergan plc
AGN
+$3.04M

Sector Composition

1 Financials 10.29%
2 Technology 9.98%
3 Healthcare 8.37%
4 Industrials 6.55%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$6K ﹤0.01%
378
402
$6K ﹤0.01%
101
403
$5K ﹤0.01%
87
-10,737
404
$4K ﹤0.01%
320
405
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100
406
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65
407
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60
408
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409
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410
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44
411
$3K ﹤0.01%
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412
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413
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$2K ﹤0.01%
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$2K ﹤0.01%
400
417
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38
418
$2K ﹤0.01%
89
-10,105
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$2K ﹤0.01%
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420
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73
421
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95
422
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19
423
$2K ﹤0.01%
2
424
$2K ﹤0.01%
104
425
$2K ﹤0.01%
100