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
426
$2K ﹤0.01%
9
427
$2K ﹤0.01%
+240
428
$1K ﹤0.01%
14
429
$1K ﹤0.01%
27
430
$1K ﹤0.01%
44
431
$1K ﹤0.01%
20
432
$1K ﹤0.01%
9
433
$1K ﹤0.01%
52
434
– –
-614
435
– –
-134
436
– –
-8,805
437
$0 ﹤0.01%
1
-2,487
438
– –
-274
439
– –
-435
440
– –
-1,190
441
– –
-6,090
442
– –
-1,006
443
– –
-720
444
– –
-10,618
445
– –
-26,377
446
– –
-19,576
447
– –
-3,301
448
– –
-314
449
– –
-3,090
450
– –
-391
15 16 17
18
19