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
$316M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.97M
3
+$1.55M
4
HSTM icon
HealthStream
HSTM
+$1.52M
5
MSFT icon
Microsoft
MSFT
+$1.49M

Top Sells

1
+$1.31M
2
+$1.22M
3
+$810K
4
PG icon
Procter & Gamble
PG
+$739K
5
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$622K

Sector Composition

1 Healthcare 14.52%
2 Financials 13.55%
3 Technology 11.68%
4 Industrials 9.77%
5 Consumer Staples 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.35M 1.06%
124,776
+13,565
27
$3.3M 1.05%
21,249
+397
28
$3.28M 1.04%
37,277
+159
29
$3.25M 1.03%
46,631
+1,705
30
$3.23M 1.02%
49,312
+1,230
31
$3.05M 0.97%
19,894
-452
32
$3.04M 0.96%
32,640
+498
33
$3.04M 0.96%
101,230
+1,905
34
$3.02M 0.96%
64,735
+1,444
35
$3.02M 0.96%
38,551
-9,445
36
$3M 0.95%
38,657
+2,399
37
$2.98M 0.95%
75,347
+3,773
38
$2.96M 0.94%
31,761
-1,375
39
$2.93M 0.93%
43,671
+959
40
$2.93M 0.93%
110,976
+2,760
41
$2.79M 0.88%
71,063
+507
42
$2.7M 0.85%
40,188
+871
43
$2.69M 0.85%
260,111
+230,436
44
$2.68M 0.85%
34,417
+1,029
45
$2.67M 0.85%
41,229
+293
46
$2.58M 0.82%
89,428
+28,210
47
$2.53M 0.8%
83,231
+49,928
48
$2.5M 0.79%
98,469
+1,714
49
$2.32M 0.74%
26,507
-14,934
50
$2.04M 0.65%
49,990
+1,707
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