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
$1.19B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.22M
3
+$5.34M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.23M
5
BAC icon
Bank of America
BAC
+$2.8M

Top Sells

1
+$5.07M
2
+$4.14M
3
+$3.56M
4
WFC icon
Wells Fargo
WFC
+$2.13M
5
BP icon
BP
BP
+$1.65M

Sector Composition

1 Financials 15.08%
2 Healthcare 9.21%
3 Technology 7.94%
4 Industrials 7.17%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.8M 0.91%
159,017
-12,151
27
$10.7M 0.89%
259,924
+20,855
28
$10.6M 0.89%
39,808
+1,099
29
$10.5M 0.88%
414,347
+50,432
30
$10.3M 0.86%
68,633
+3,656
31
$10.2M 0.86%
107,815
+715
32
$10M 0.84%
62,765
+4,527
33
$9.98M 0.84%
130,377
+4,049
34
$9.83M 0.83%
112,687
+3,512
35
$9.64M 0.81%
272,155
+3,235
36
$9.39M 0.79%
112,574
+32,504
37
$9.15M 0.77%
81,874
+2,893
38
$9.04M 0.76%
60,395
-280
39
$8.9M 0.75%
110,256
+168
40
$8.71M 0.73%
188,607
+2,203
41
$8.3M 0.7%
155,478
+3,336
42
$8.3M 0.7%
72,934
+13,772
43
$8.11M 0.68%
97,416
+12,700
44
$7.77M 0.65%
93,056
+19,417
45
$7.54M 0.63%
36,369
+633
46
$7.48M 0.63%
142,382
-40,484
47
$7.45M 0.63%
141,062
+5,301
48
$7.42M 0.62%
115,850
+1,439
49
$7.36M 0.62%
84,456
+612
50
$7.23M 0.61%
85,344
+2,967
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