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
$2.81B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.97M
3
+$9.17M
4
KO icon
Coca-Cola
KO
+$7.21M
5
NOW icon
ServiceNow
NOW
+$6.46M

Top Sells

1
+$14.1M
2
+$7.95M
3
+$6.94M
4
CSCO icon
Cisco
CSCO
+$4.84M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$4.69M

Sector Composition

1 Technology 13.35%
2 Financials 13.13%
3 Healthcare 11.31%
4 Industrials 7.96%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.2M 0.86%
304,601
+669
27
$24.1M 0.86%
108,042
+1,409
28
$23M 0.82%
125,920
+19,270
29
$22.9M 0.82%
83,564
+927
30
$22.6M 0.81%
147,582
+3,863
31
$21.9M 0.78%
151,337
-4,030
32
$21.7M 0.77%
115,150
-224
33
$21.7M 0.77%
203,729
-473
34
$21.6M 0.77%
236,502
+45,838
35
$20.8M 0.74%
528,819
+7,487
36
$20.5M 0.73%
201,944
+103,129
37
$20.3M 0.72%
262,275
+5,574
38
$20M 0.71%
318,539
+114,650
39
$19.8M 0.7%
475,174
+4,359
40
$19.3M 0.69%
309,145
+7,780
41
$18.9M 0.67%
361,200
+18,918
42
$18.5M 0.66%
199,910
-85,767
43
$17.3M 0.61%
124,454
+996
44
$17.2M 0.61%
373,391
+3,594
45
$16.6M 0.59%
34,726
+4,970
46
$16.6M 0.59%
97,788
+4,512
47
$16.5M 0.59%
64,527
-120
48
$16.4M 0.58%
7,616
+72
49
$15.6M 0.56%
108,703
+1,693
50
$15.6M 0.55%
32,759
+13,576
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