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
526
$1.95K ﹤0.01%
25
527
$1.9K ﹤0.01%
19
528
$1.75K ﹤0.01%
500
529
$1.32K ﹤0.01%
151
530
$1.3K ﹤0.01%
9
531
$1.23K ﹤0.01%
27
532
$1.03K ﹤0.01%
14
533
$1.02K ﹤0.01%
52
534
$216 ﹤0.01%
10,000
535
$14 ﹤0.01%
4
536
– –
-1,156
537
– –
-1,119
538
– –
-2,817
539
– –
-868
540
– –
-1,257
541
– –
-8,416
542
– –
-4,904
543
– –
-6,174
544
– –
-13,750
545
– –
-2,623
546
– –
-398
547
– –
-916
548
– –
-2,265
549
– –
-1,250
550
– –
-2,564
19 20 21
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