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
$1.84B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$6.1M
3
+$4.82M
4
CVS icon
CVS Health
CVS
+$3.44M
5
AMGN icon
Amgen
AMGN
+$2.34M

Top Sells

1
+$26.4M
2
+$7.71M
3
+$4.93M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.57M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.2M

Sector Composition

1 Technology 10.86%
2 Financials 10.13%
3 Healthcare 8.63%
4 Industrials 7.05%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.2M 0.93%
247,632
+6,120
27
$17.1M 0.93%
86,997
+375
28
$17M 0.92%
136,273
-1,775
29
$16.7M 0.91%
98,059
-3,336
30
$16.1M 0.88%
81,952
-677
31
$15.7M 0.86%
105,741
-1,609
32
$15.7M 0.85%
93,932
+2,896
33
$15.5M 0.84%
87,565
+990
34
$15.4M 0.84%
111,050
+455
35
$15.2M 0.83%
109,325
-8,625
36
$14.5M 0.79%
221,726
+24,476
37
$14.2M 0.77%
105,990
+3,509
38
$13.4M 0.73%
37,274
+18,505
39
$12.8M 0.69%
91,514
+838
40
$12.7M 0.69%
132,761
-952
41
$12.6M 0.68%
48,038
+30
42
$12.5M 0.68%
59,554
-6,723
43
$12M 0.65%
73,066
+1,828
44
$11.3M 0.62%
40,848
+992
45
$11.3M 0.62%
525,905
+7,035
46
$11.3M 0.61%
244,264
+799
47
$11M 0.6%
62,398
-1,314
48
$10.9M 0.59%
73,668
+1,707
49
$10.8M 0.59%
88,920
-4,070
50
$10.8M 0.59%
56,612
-5,583
1
2
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