PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.14M
3
+$698K
4
LVS icon
Las Vegas Sands
LVS
+$673K
5
T icon
AT&T
T
+$672K

Top Sells

1
+$1.21M
2
+$1.07M
3
+$968K
4
COST icon
Costco
COST
+$870K
5
V icon
Visa
V
+$701K

Sector Composition

1 Financials 13.95%
2 Healthcare 12.13%
3 Technology 11.25%
4 Consumer Staples 9.59%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.76%
17,087
-163
52
$1.51M 0.75%
12,432
-279
53
$1.51M 0.75%
27,900
-460
54
$1.44M 0.72%
52,477
-1,514
55
$1.44M 0.72%
27,444
-175
56
$1.41M 0.7%
29,412
-14,664
57
$1.34M 0.67%
38,540
+889
58
$1.33M 0.66%
19,100
-300
59
$1.32M 0.66%
25,844
+176
60
$1.3M 0.65%
55,273
+283
61
$1.24M 0.62%
18,557
-1,243
62
$1.21M 0.6%
+36,664
63
$1.18M 0.59%
10,218
-7,549
64
$1.11M 0.55%
37,322
-53
65
$1.06M 0.53%
18,678
+1,024
66
$998K 0.5%
16,141
-172
67
$969K 0.48%
25,582
+222
68
$922K 0.46%
22,404
-1,882
69
$917K 0.46%
22,524
-1,956
70
$911K 0.45%
19,684
+47
71
$891K 0.44%
7,583
-656
72
$834K 0.41%
37,344
-120
73
$822K 0.41%
12,884
-55
74
$812K 0.4%
9,534
-162
75
$805K 0.4%
10,278
-85
1 2
3
4 5