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
$2.81B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.97M
3
+$9.17M
4
KO icon
Coca-Cola
KO
+$7.21M
5
NOW icon
ServiceNow
NOW
+$6.46M

Top Sells

1
+$14.1M
2
+$7.95M
3
+$6.94M
4
CSCO icon
Cisco
CSCO
+$4.84M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$4.69M

Sector Composition

1 Technology 13.35%
2 Financials 13.13%
3 Healthcare 11.31%
4 Industrials 7.96%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$15K ﹤0.01%
190
402
$14K ﹤0.01%
176
403
$13K ﹤0.01%
420
404
$13K ﹤0.01%
20
405
$13K ﹤0.01%
360
406
$11K ﹤0.01%
1,280
407
$11K ﹤0.01%
479
408
$8K ﹤0.01%
236
-4,610
409
$8K ﹤0.01%
117
-73
410
$8K ﹤0.01%
895
411
$8K ﹤0.01%
779
412
$6K ﹤0.01%
378
413
$6K ﹤0.01%
+188
414
$6K ﹤0.01%
+175
415
$6K ﹤0.01%
1,450
416
$5K ﹤0.01%
200
417
$5K ﹤0.01%
350
418
$4K ﹤0.01%
100
419
$3K ﹤0.01%
37
420
$3K ﹤0.01%
12
421
$3K ﹤0.01%
45
422
$3K ﹤0.01%
94
423
$2K ﹤0.01%
55
-4,854
424
$2K ﹤0.01%
57
425
$2K ﹤0.01%
19
15 16
17
18 19