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
$444M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$851K
3
+$841K
4
SYY icon
Sysco
SYY
+$723K
5
PG icon
Procter & Gamble
PG
+$691K

Top Sells

1
+$1.41M
2
+$1.19M
3
+$312K
4
ESV
Ensco Rowan plc
ESV
+$287K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$226K

Sector Composition

1 Healthcare 12.62%
2 Financials 11.99%
3 Technology 10.35%
4 Consumer Staples 9.99%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.58M 1.03%
72,303
-1,021
27
$4.56M 1.03%
111,145
+422
28
$4.54M 1.02%
122,929
-3,308
29
$4.4M 0.99%
55,237
-131
30
$4.39M 0.99%
50,322
-1,403
31
$4.33M 0.98%
37,501
-91
32
$4.23M 0.95%
92,796
-1,288
33
$4.14M 0.93%
70,874
+555
34
$4.01M 0.9%
40,997
-229
35
$3.84M 0.86%
40,523
-105
36
$3.78M 0.85%
57,438
+131
37
$3.64M 0.82%
99,320
-6,158
38
$3.57M 0.8%
115,835
-2,380
39
$3.17M 0.71%
91,013
-1,330
40
$3.09M 0.7%
48,403
+9
41
$3.06M 0.69%
42,571
+4,745
42
$3.06M 0.69%
44,155
-81
43
$3.06M 0.69%
44,136
-799
44
$3.01M 0.68%
49,006
45
$2.9M 0.65%
33,083
+115
46
$2.88M 0.65%
44,733
-1,066
47
$2.84M 0.64%
53,035
-1,641
48
$2.77M 0.62%
43,459
-127
49
$2.69M 0.61%
28,434
-259
50
$2.63M 0.59%
58,822
+195
1
2
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