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
$4.67B
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.46M
3
+$8.2M
4
ZTS icon
Zoetis
ZTS
+$6.92M
5
FAST icon
Fastenal
FAST
+$4.93M

Top Sells

1
+$9.68M
2
+$8.07M
3
+$6.67M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.21M
5
LLY icon
Eli Lilly
LLY
+$4.96M

Sector Composition

1 Technology 16.6%
2 Financials 13.38%
3 Healthcare 10.95%
4 Industrials 7.37%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$206K ﹤0.01%
+913
427
$206K ﹤0.01%
3,173
428
$206K ﹤0.01%
+3,742
429
$206K ﹤0.01%
+1,612
430
$205K ﹤0.01%
11,259
-516
431
$204K ﹤0.01%
+194
432
$204K ﹤0.01%
2,279
-1,757
433
$204K ﹤0.01%
+4,263
434
$203K ﹤0.01%
+2,820
435
$202K ﹤0.01%
3,475
436
$200K ﹤0.01%
+3,993
437
$195K ﹤0.01%
14,720
438
$187K ﹤0.01%
2,710
439
$183K ﹤0.01%
836
440
$168K ﹤0.01%
+10,744
441
$166K ﹤0.01%
12,434
442
$165K ﹤0.01%
12,531
-973
443
$156K ﹤0.01%
7,748
444
$146K ﹤0.01%
1,530
-2,510
445
$146K ﹤0.01%
11,960
+117
446
$140K ﹤0.01%
1,370
-14
447
$139K ﹤0.01%
1,000
448
$139K ﹤0.01%
901
449
$137K ﹤0.01%
3,147
450
$130K ﹤0.01%
1,795
-92,185
16 17
18
19 20