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
$1.45B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$87M
2
+$8.05M
3
+$7.08M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.49M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.73M

Top Sells

1
+$11.6M
2
+$9.49M
3
+$8.73M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.13M
5
AGN
Allergan plc
AGN
+$3.04M

Sector Composition

1 Financials 10.29%
2 Technology 9.98%
3 Healthcare 8.37%
4 Industrials 6.55%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13M 0.9%
69,748
+14,357
27
$12.9M 0.89%
117,281
+6,665
28
$12.5M 0.86%
176,135
+23,837
29
$12M 0.83%
87,596
+14,677
30
$11.6M 0.8%
129,277
+20,027
31
$11.2M 0.78%
87,139
-2,611
32
$11.2M 0.77%
506,597
+83,515
33
$10.8M 0.74%
129,979
+13,156
34
$10.2M 0.71%
216,105
-53,283
35
$9.72M 0.67%
134,169
+17,939
36
$9.59M 0.66%
69,152
+11,374
37
$9.5M 0.66%
46,836
+1,947
38
$9.43M 0.65%
70,455
+3,142
39
$9.25M 0.64%
209,065
+5,375
40
$9.16M 0.63%
54,908
+3,762
41
$9.01M 0.62%
78,734
+50,081
42
$8.82M 0.61%
50,941
+17,351
43
$8.79M 0.61%
40,116
+6,385
44
$8.75M 0.61%
183,706
+21,831
45
$8.72M 0.6%
61,863
+18,836
46
$8.59M 0.59%
106,149
+17,769
47
$8.51M 0.59%
247,642
+347
48
$8.34M 0.58%
63,329
-6,125
49
$8.24M 0.57%
112,070
+25,649
50
$8.15M 0.56%
283,395
-6,080
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