PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$435M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.66M
3
+$1.31M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.26M
5
KSS icon
Kohl's
KSS
+$1.19M

Top Sells

1
+$1.68M
2
+$1.31M
3
+$570K
4
AME icon
Ametek
AME
+$524K
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$475K

Sector Composition

1 Healthcare 13.15%
2 Financials 11.99%
3 Technology 10.46%
4 Consumer Staples 9.46%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.64M 1.07%
73,324
+7,449
27
$4.6M 1.06%
110,723
+12,172
28
$4.55M 1.05%
126,237
-888
29
$4.51M 1.04%
51,725
+19,069
30
$4.35M 1%
37,592
+1,836
31
$4.29M 0.99%
94,084
-1,616
32
$4.27M 0.98%
55,368
+2,701
33
$4.09M 0.94%
41,226
+1,819
34
$3.93M 0.9%
40,628
+2,220
35
$3.86M 0.89%
45,173
-4,623
36
$3.83M 0.88%
70,319
+8,035
37
$3.78M 0.87%
57,307
+3,071
38
$3.78M 0.87%
105,478
+3,177
39
$3.64M 0.84%
118,215
+910
40
$3.22M 0.74%
92,343
+4,084
41
$3.12M 0.72%
44,935
+149
42
$3.05M 0.7%
48,394
+2,467
43
$3M 0.69%
109,339
-11,789
44
$2.98M 0.68%
49,006
+19,600
45
$2.95M 0.68%
44,236
+3,641
46
$2.94M 0.68%
45,799
+9,791
47
$2.93M 0.67%
54,676
-3,183
48
$2.89M 0.66%
32,968
+1,995
49
$2.78M 0.64%
28,693
+1,601
50
$2.75M 0.63%
37,826
+13,301
1
2
3 4 5