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
$201M
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.14M
3
+$698K
4
LVS icon
Las Vegas Sands
LVS
+$673K
5
T icon
AT&T
T
+$672K

Top Sells

1
+$1.21M
2
+$1.07M
3
+$968K
4
COST icon
Costco
COST
+$870K
5
V icon
Visa
V
+$701K

Sector Composition

1 Financials 13.95%
2 Healthcare 12.13%
3 Technology 11.25%
4 Consumer Staples 9.59%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.75M 1.37%
39,918
-264
27
$2.71M 1.35%
65,695
+77
28
$2.7M 1.35%
31,234
+236
29
$2.6M 1.29%
34,319
-531
30
$2.55M 1.27%
99,604
+1,504
31
$2.54M 1.26%
43,411
+1,334
32
$2.48M 1.23%
32,870
-73
33
$2.45M 1.22%
21,884
+9
34
$2.44M 1.22%
32,983
+330
35
$2.41M 1.2%
44,448
-1,580
36
$2.4M 1.19%
34,462
+916
37
$2.29M 1.14%
26,835
-422
38
$2.26M 1.12%
32,094
-792
39
$2.25M 1.12%
59,548
+157
40
$2.24M 1.11%
31,523
+205
41
$2.19M 1.09%
33,986
-289
42
$2.17M 1.08%
28,702
+8
43
$2.08M 1.03%
86,713
+3,287
44
$2.05M 1.02%
43,876
+237
45
$1.98M 0.99%
63,173
-2,084
46
$1.83M 0.91%
35,615
-212
47
$1.82M 0.9%
71,238
+26,308
48
$1.66M 0.82%
29,162
+383
49
$1.65M 0.82%
18,727
-170
50
$1.61M 0.8%
39,465
-1,295
1
2
3 4 5