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
$1.06B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.43M
3
+$4.46M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.89M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.17M

Top Sells

1
+$16.6M
2
+$6.4M
3
+$2.81M
4
CELG
Celgene Corp
CELG
+$2.5M
5
T icon
AT&T
T
+$2.33M

Sector Composition

1 Financials 13.74%
2 Healthcare 9.69%
3 Technology 7.66%
4 Industrials 6.89%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.75M 0.92%
70,589
-3,470
27
$9.43M 0.89%
+188,265
28
$9.36M 0.89%
101,496
-6,319
29
$9.32M 0.88%
84,335
+2,461
30
$9.3M 0.88%
36,950
-1,563
31
$9.25M 0.88%
118,600
+34,144
32
$9.24M 0.88%
100,585
+3,169
33
$9.23M 0.87%
242,235
-17,689
34
$9.16M 0.87%
275,815
+565
35
$8.94M 0.85%
188,720
+113
36
$8.62M 0.82%
124,357
+11,670
37
$8.6M 0.82%
146,371
-12,646
38
$8.45M 0.8%
248,249
-23,906
39
$8.38M 0.79%
93,787
+49,894
40
$8.35M 0.79%
111,993
+1,737
41
$8.27M 0.78%
138,434
+8,057
42
$8.15M 0.77%
61,719
-1,046
43
$7.51M 0.71%
38,593
+2,224
44
$7.37M 0.7%
87,682
+20,409
45
$7.34M 0.69%
177,135
+5,602
46
$7M 0.66%
94,418
+9,074
47
$6.95M 0.66%
105,400
-7,174
48
$6.62M 0.63%
76,712
+8,242
49
$6.6M 0.63%
306,090
-108,257
50
$6.54M 0.62%
49,862
+5,563
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