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
$779M
AUM Growth
+$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$57.5M
2
+$22.8M
3
+$20.2M
4
KO icon
Coca-Cola
KO
+$5.35M
5
XOM icon
Exxon Mobil
XOM
+$3.28M

Top Sells

1
+$28M
2
+$7.42M
3
+$2.03M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.85M
5
DD
Du Pont De Nemours E I
DD
+$1.77M

Sector Composition

1 Financials 19.09%
2 Healthcare 9.24%
3 Technology 7.8%
4 Consumer Staples 7.3%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-200
427
– –
-2,427
428
– –
-1,230
429
– –
-66
430
– –
-86
431
– –
-480
432
– –
-4,640
433
– –
-210
434
– –
-342
435
– –
-31
436
– –
-540
437
– –
-55
438
– –
-20
439
– –
-5,480
440
– –
-610
441
– –
-205
442
– –
-5,902
443
– –
-262
444
– –
-4,444
445
– –
-479
446
– –
-325
447
– –
-121
448
– –
-2,623
449
– –
-300
450
– –
-538
16 17
18
19 20