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
$779M
AUM Growth
+$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$57.5M
2
+$22.8M
3
+$20.2M
4
KO icon
Coca-Cola
KO
+$5.35M
5
XOM icon
Exxon Mobil
XOM
+$3.28M

Top Sells

1
+$28M
2
+$7.42M
3
+$2.03M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.85M
5
DD
Du Pont De Nemours E I
DD
+$1.77M

Sector Composition

1 Financials 19.09%
2 Healthcare 9.24%
3 Technology 7.8%
4 Consumer Staples 7.3%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.21M 0.93%
97,206
+9,593
27
$7.06M 0.91%
142,729
+15,011
28
$6.93M 0.89%
52,225
+6,439
29
$6.88M 0.88%
75,637
+704
30
$6.8M 0.87%
36,464
-1,605
31
$6.38M 0.82%
130,960
-15,260
32
$5.99M 0.77%
44,054
-2,014
33
$5.62M 0.72%
69,295
+10,432
34
$5.58M 0.72%
128,471
-2,047
35
$5.46M 0.7%
65,059
+7,490
36
$5.29M 0.68%
45,636
-17,479
37
$5.27M 0.68%
112,263
+14,314
38
$5.24M 0.67%
82,584
+10,332
39
$5.22M 0.67%
119,788
-8,904
40
$5.07M 0.65%
80,643
+7,225
41
$5.05M 0.65%
104,477
-9,230
42
$5.04M 0.65%
47,849
-4,176
43
$4.98M 0.64%
62,580
-5,496
44
$4.89M 0.63%
65,896
-1,048
45
$4.73M 0.61%
139,570
+12,404
46
$4.62M 0.59%
30,240
47
$4.61M 0.59%
33,743
-2,858
48
$4.49M 0.58%
64,400
+23,982
49
$4.47M 0.57%
86,243
-2,892
50
$4.43M 0.57%
13,576
+690
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