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
476
$54.8K ﹤0.01%
250
477
$54.5K ﹤0.01%
135
478
$50.8K ﹤0.01%
1,750
479
$50.7K ﹤0.01%
2,000
480
$49.6K ﹤0.01%
1,170
481
$47.8K ﹤0.01%
884
482
$45.4K ﹤0.01%
100
483
$45K ﹤0.01%
200
484
$43.9K ﹤0.01%
1,000
485
$42.8K ﹤0.01%
6,000
486
$41.3K ﹤0.01%
1,480
487
$41.1K ﹤0.01%
310
488
$38.6K ﹤0.01%
1,026
489
$38.3K ﹤0.01%
245
490
$37K ﹤0.01%
120
491
$36.6K ﹤0.01%
891
492
$35.7K ﹤0.01%
335
493
$35.2K ﹤0.01%
130
494
$33.7K ﹤0.01%
145
495
$31.9K ﹤0.01%
75
496
$30.5K ﹤0.01%
2,510
497
$30.4K ﹤0.01%
235
-5,305
498
$30K ﹤0.01%
180
499
$29.1K ﹤0.01%
100
500
$26.9K ﹤0.01%
328