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
$3.72B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$16.3M
3
+$14.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.09M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.48M

Top Sells

1
+$23.6M
2
+$15.6M
3
+$13.2M
4
TJX icon
TJX Companies
TJX
+$11M
5
GS icon
Goldman Sachs
GS
+$7.11M

Sector Composition

1 Technology 15.18%
2 Financials 13.18%
3 Healthcare 11.84%
4 Industrials 7.99%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$30.7M 0.83%
153,739
+29,321
27
$28.8M 0.77%
367,997
-140,561
28
$28.6M 0.77%
384,509
+12,506
29
$28.6M 0.77%
204,603
-14,208
30
$28.4M 0.76%
267,068
+2,009
31
$27.7M 0.75%
124,579
-19,958
32
$27.1M 0.73%
170,314
+12,852
33
$26.7M 0.72%
209,121
+16,431
34
$26.2M 0.71%
301,205
-178,673
35
$26.2M 0.7%
168,821
+4,755
36
$25.7M 0.69%
168,896
+2,032
37
$24.9M 0.67%
150,830
+30,397
38
$23.5M 0.63%
114,963
-1,587
39
$23.4M 0.63%
56,925
+2,406
40
$23.3M 0.62%
288,483
+47,057
41
$23.2M 0.62%
121,147
+9,662
42
$23.1M 0.62%
201,416
-5,866
43
$22.9M 0.61%
125,408
+32,884
44
$22.8M 0.61%
296,393
+12,667
45
$22.6M 0.61%
116,740
+7,695
46
$22.6M 0.61%
296,250
-25,335
47
$22.3M 0.6%
130,405
+3,758
48
$21.9M 0.59%
305,700
+29,242
49
$21.6M 0.58%
86,650
-4,197
50
$21.3M 0.57%
563,144
+24,989
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