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
451
$126K ﹤0.01%
103
452
$124K ﹤0.01%
6,000
453
$122K ﹤0.01%
4,477
454
$118K ﹤0.01%
400
455
$114K ﹤0.01%
7,940
456
$111K ﹤0.01%
2,334
457
$109K ﹤0.01%
660
458
$107K ﹤0.01%
2,571
459
$102K ﹤0.01%
209
460
$99.8K ﹤0.01%
75
461
$99.1K ﹤0.01%
1,125
462
$93.7K ﹤0.01%
270
463
$90.6K ﹤0.01%
625
464
$89.4K ﹤0.01%
1,008
465
$89.1K ﹤0.01%
450
466
$87K ﹤0.01%
300
467
$85.5K ﹤0.01%
1,075
468
$81K ﹤0.01%
1,050
-2,646
469
$78K ﹤0.01%
1,599
470
$65.6K ﹤0.01%
1,260
471
$63.1K ﹤0.01%
296
472
$63K ﹤0.01%
413
473
$59.7K ﹤0.01%
2,000
474
$58.4K ﹤0.01%
560
475
$56.8K ﹤0.01%
442
17 18
19
20 21