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
$1.33B
AUM Growth
+$90.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1 +$8.08M
2 +$7.99M
3 +$7.17M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.83M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$4.35M

Top Sells

1 +$6.8M
2 +$3.85M
3 +$2.52M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$2.45M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.23M

Sector Composition

1 Financials 13.38%
2 Healthcare 8.33%
3 Technology 8.21%
4 Industrials 7%
5 Consumer Staples 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$12.2M 0.92%
73,132
+1,236
27
$12.1M 0.91%
132,376
+2,388
28
$12M 0.9%
210,495
+6,419
29
$11.7M 0.88%
153,027
-1,430
30
$11.7M 0.88%
89,122
+2,329
31
$11.6M 0.87%
215,040
+11,300
32
$11M 0.82%
62,910
+1,499
33
$11M 0.82%
282,605
-1,440
34
$10.7M 0.8%
252,933
+1,635
35
$10.4M 0.78%
94,585
-227
36
$10.2M 0.77%
152,911
+8,413
37
$10M 0.75%
60,702
+3,446
38
$9.77M 0.73%
191,880
-395
39
$9.52M 0.71%
83,162
-5,502
40
$9.47M 0.71%
120,954
+4,825
41
$9.44M 0.71%
372,857
+17,160
42
$8.95M 0.67%
30,346
-417
43
$8.88M 0.67%
81,543
+74,140
44
$8.84M 0.66%
42,521
+6,242
45
$8.62M 0.65%
168,320
+6,504
46
$8.56M 0.64%
158,873
+7,020
47
$8.51M 0.64%
101,421
+7,226
48
$8.09M 0.61%
41,908
-2,149
49
$8.03M 0.6%
80,618
-22,385
50
$7.97M 0.6%
194,040
+5,251