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
$985M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1 +$5.01M
2 +$4.13M
3 +$3.48M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.23M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.23M

Top Sells

1 +$5.33M
2 +$5.19M
3 +$3.45M
4
AMT icon
American Tower
AMT
+$2M
5
QCOM icon
Qualcomm
QCOM
+$1.93M

Sector Composition

1 Financials 16.88%
2 Healthcare 8.5%
3 Technology 7.36%
4 Industrials 7%
5 Consumer Staples 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$9.11M 0.92%
266,639
+2,061
27
$8.44M 0.86%
87,037
+8,256
28
$8.32M 0.84%
110,238
+8,487
29
$8.25M 0.84%
60,772
+660
30
$8.23M 0.84%
158,700
+13,040
31
$8.2M 0.83%
106,449
+7,193
32
$8.2M 0.83%
94,300
-2,602
33
$8.05M 0.82%
30,343
+11,683
34
$7.76M 0.79%
113,602
+13,271
35
$7.69M 0.78%
70,468
-1,804
36
$7.58M 0.77%
31,327
+10,066
37
$7.45M 0.76%
171,496
-122,746
38
$7.42M 0.75%
53,543
+1,390
39
$7.13M 0.72%
59,639
+5,261
40
$6.85M 0.7%
143,310
-2,220
41
$6.71M 0.68%
81,364
+2,988
42
$6.55M 0.66%
99,400
+49,102
43
$6.32M 0.64%
125,198
+25,185
44
$6.32M 0.64%
79,669
-6,085
45
$6.23M 0.63%
119,643
+6,133
46
$5.93M 0.6%
95,151
+5,014
47
$5.63M 0.57%
33,000
-7,309
48
$5.52M 0.56%
73,216
+2,400
49
$5.49M 0.56%
64,763
+32,411
50
$5.45M 0.55%
58,728
+3,935