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
$251M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$883K
3
+$761K
4
JAH
JARDEN CORPORATION
JAH
+$718K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$689K

Top Sells

1
+$1.71M
2
+$667K
3
+$624K
4
DDD icon
3D Systems Corp
DDD
+$571K
5
AFL icon
Aflac
AFL
+$408K

Sector Composition

1 Financials 13.99%
2 Technology 12.15%
3 Healthcare 11.81%
4 Energy 10.46%
5 Industrials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.1M 1.24%
37,574
+2,398
27
$3M 1.2%
25,452
+1,831
28
$2.86M 1.14%
30,072
+9,301
29
$2.78M 1.11%
65,633
+935
30
$2.77M 1.1%
30,794
+1,031
31
$2.72M 1.08%
28,633
-942
32
$2.67M 1.06%
54,490
+2,593
33
$2.65M 1.06%
100,622
+10,668
34
$2.6M 1.04%
25,614
+1,475
35
$2.52M 1%
41,768
-448
36
$2.44M 0.97%
29,617
-651
37
$2.39M 0.95%
20,175
+1,633
38
$2.38M 0.95%
31,585
+1,875
39
$2.37M 0.94%
27,661
+1,914
40
$2.33M 0.93%
38,796
+2,764
41
$2.29M 0.91%
29,718
+2,651
42
$2.25M 0.89%
51,932
+2,493
43
$2.19M 0.87%
104,176
+9,514
44
$2.19M 0.87%
35,149
+15,533
45
$2.1M 0.84%
35,914
+3,387
46
$2.06M 0.82%
56,439
+4,463
47
$1.97M 0.79%
73,818
+9,182
48
$1.89M 0.75%
35,952
+12,260
49
$1.88M 0.75%
37,907
+3,707
50
$1.85M 0.74%
22,326
+7,938
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