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
$287M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.18M
3
+$1.09M
4
HSTM icon
HealthStream
HSTM
+$982K
5
ESV
Ensco Rowan plc
ESV
+$835K

Top Sells

1
+$944K
2
+$898K
3
+$637K
4
DO
Diamond Offshore Drilling
DO
+$631K
5
EOG icon
EOG Resources
EOG
+$575K

Sector Composition

1 Financials 13.17%
2 Healthcare 13.11%
3 Technology 12.45%
4 Industrials 8.91%
5 Consumer Staples 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.2M 1.12%
33,843
-470
27
$3.15M 1.1%
31,837
+835
28
$3.08M 1.07%
37,256
+514
29
$3.04M 1.06%
102,095
+4,004
30
$2.98M 1.04%
19,443
+1,322
31
$2.9M 1.01%
68,759
+675
32
$2.86M 1%
45,649
+1,653
33
$2.86M 1%
61,064
+2,496
34
$2.85M 0.99%
49,978
+20,604
35
$2.85M 0.99%
30,580
+1,008
36
$2.76M 0.96%
45,154
+1,786
37
$2.75M 0.96%
29,167
+921
38
$2.69M 0.94%
68,406
+13,371
39
$2.67M 0.93%
105,233
+20,469
40
$2.56M 0.9%
39,128
+1,232
41
$2.55M 0.89%
36,903
+1,106
42
$2.53M 0.88%
28,927
-1,005
43
$2.48M 0.86%
32,615
+1,015
44
$2.46M 0.86%
37,641
+3,131
45
$2.44M 0.85%
84,255
+41,565
46
$2.28M 0.79%
96,363
-6,045
47
$2.23M 0.78%
23,661
+582
48
$2.2M 0.77%
33,585
+3,264
49
$2.12M 0.74%
18,880
+682
50
$2.11M 0.74%
40,356
+1,227
1
2
3 4 5