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
$318M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.88M
3
+$1.82M
4
C icon
Citigroup
C
+$1.36M
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$1.23M

Top Sells

1
+$4.07M
2
+$1.97M
3
+$655K
4
WFM
Whole Foods Market Inc
WFM
+$638K
5
DVY icon
iShares Select Dividend ETF
DVY
+$477K

Sector Composition

1 Financials 14.47%
2 Healthcare 13.72%
3 Technology 12.05%
4 Industrials 9.58%
5 Consumer Staples 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.43M 1.08%
40,985
-919
27
$3.42M 1.07%
46,091
+7,434
28
$3.17M 1%
87,776
+1,743
29
$3.12M 0.98%
22,510
+1,261
30
$3.03M 0.95%
56,315
+160
31
$3.02M 0.95%
50,258
+946
32
$2.98M 0.94%
33,831
+1,191
33
$2.93M 0.92%
53,873
+10,202
34
$2.9M 0.91%
41,565
+1,377
35
$2.86M 0.9%
20,694
+800
36
$2.84M 0.89%
103,940
+2,710
37
$2.83M 0.89%
+40,030
38
$2.78M 0.88%
115,222
+4,246
39
$2.77M 0.87%
38,178
+901
40
$2.74M 0.86%
57,189
-1,561
41
$2.62M 0.82%
46,796
+165
42
$2.45M 0.77%
42,584
+1,355
43
$2.38M 0.75%
72,694
-2,653
44
$2.33M 0.73%
258,511
-1,600
45
$2.3M 0.72%
44,000
+8,000
46
$2.26M 0.71%
93,197
+3,769
47
$2.25M 0.71%
18,387
-544
48
$2.24M 0.71%
27,820
+6,715
49
$2.2M 0.69%
28,667
+2,160
50
$2.01M 0.63%
44,973
+1,447
1
2
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