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
501
$26.9K ﹤0.01%
500
502
$24.3K ﹤0.01%
1,208
503
$24.2K ﹤0.01%
2,000
504
$24.1K ﹤0.01%
108
505
$22.9K ﹤0.01%
730
506
$22.8K ﹤0.01%
360
507
$22.6K ﹤0.01%
2,255
508
$21.7K ﹤0.01%
479
509
$20.6K ﹤0.01%
895
510
$19.8K ﹤0.01%
1,291
511
$18.5K ﹤0.01%
206
512
$16.5K ﹤0.01%
146
513
$15K ﹤0.01%
176
514
$14.2K ﹤0.01%
10,487
515
$13.8K ﹤0.01%
1,200
516
$9.55K ﹤0.01%
240
517
$5.87K ﹤0.01%
95
518
$4.75K ﹤0.01%
200
519
$4.73K ﹤0.01%
396
520
$4.24K ﹤0.01%
622
521
$3.77K ﹤0.01%
55
522
$3.53K ﹤0.01%
188
523
$2.5K ﹤0.01%
115
524
$2.47K ﹤0.01%
94
525
$2.47K ﹤0.01%
158
19 20
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