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
$3.2B
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.88M
3
+$8.23M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$7.72M
5
UNH icon
UnitedHealth
UNH
+$7.22M

Top Sells

1
+$6.69M
2
+$6.49M
3
+$5.63M
4
INTC icon
Intel
INTC
+$5.49M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.97M

Sector Composition

1 Financials 13.99%
2 Technology 13.1%
3 Healthcare 10.47%
4 Industrials 7.18%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$15K ﹤0.01%
420
-135
452
$15K ﹤0.01%
350
453
$15K ﹤0.01%
479
454
$14K ﹤0.01%
176
455
$13K ﹤0.01%
1,280
456
$13K ﹤0.01%
190
457
$11K ﹤0.01%
797
-45
458
$7K ﹤0.01%
378
459
$5K ﹤0.01%
200
460
$5K ﹤0.01%
+176
461
$5K ﹤0.01%
1,450
462
$4K ﹤0.01%
100
463
$4K ﹤0.01%
+12,500
464
$3K ﹤0.01%
37
465
$3K ﹤0.01%
95
466
$3K ﹤0.01%
45
-1
467
$3K ﹤0.01%
96
468
$2K ﹤0.01%
+125
469
$1K ﹤0.01%
16
470
– –
-880
471
– –
-155
472
– –
-335
473
$0 ﹤0.01%
3
474
– –
-565
475
– –
-1,320
17 18
19
20 21