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
$4.67B
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.46M
3
+$8.2M
4
ZTS icon
Zoetis
ZTS
+$6.92M
5
FAST icon
Fastenal
FAST
+$4.93M

Top Sells

1
+$9.68M
2
+$8.07M
3
+$6.67M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.21M
5
LLY icon
Eli Lilly
LLY
+$4.96M

Sector Composition

1 Technology 16.6%
2 Financials 13.38%
3 Healthcare 10.95%
4 Industrials 7.37%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$33.7M 0.72%
412,785
+53,918
27
$32.3M 0.69%
35,686
-5,474
28
$32M 0.68%
204,274
+1,550
29
$31.8M 0.68%
56,888
-27
30
$30.7M 0.66%
56,926
+2,721
31
$29.8M 0.64%
181,203
+1,835
32
$29.8M 0.64%
111,566
-4,476
33
$29.6M 0.63%
172,542
-722
34
$29.4M 0.63%
171,213
-993
35
$29.3M 0.63%
34,693
+783
36
$29M 0.62%
62,202
-43
37
$28.8M 0.62%
255,646
+451
38
$28.3M 0.6%
179,826
-3,235
39
$28M 0.6%
160,304
-1,598
40
$26.8M 0.57%
529,803
+2,283
41
$26.5M 0.57%
84,495
-25,740
42
$26.1M 0.56%
63,428
+2,418
43
$24.9M 0.53%
580,560
-5,765
44
$24.8M 0.53%
315,687
+6,432
45
$24.5M 0.52%
552,423
-928
46
$24.5M 0.52%
31,468
+822
47
$24.4M 0.52%
166,012
-1,068
48
$24.1M 0.52%
435,953
+406
49
$24.1M 0.52%
190,390
+3,813
50
$24.1M 0.51%
100,830
-2,012
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