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
$251M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$883K
3
+$761K
4
JAH
JARDEN CORPORATION
JAH
+$718K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$689K

Top Sells

1
+$1.71M
2
+$667K
3
+$624K
4
DDD icon
3D Systems Corp
DDD
+$571K
5
AFL icon
Aflac
AFL
+$408K

Sector Composition

1 Financials 13.99%
2 Technology 12.15%
3 Healthcare 11.81%
4 Energy 10.46%
5 Industrials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.81M 0.72%
13,865
+543
52
$1.81M 0.72%
52,302
+7,056
53
$1.77M 0.7%
47,077
+4,493
54
$1.71M 0.68%
29,422
+9,360
55
$1.7M 0.68%
23,948
+2,232
56
$1.64M 0.65%
17,765
+2,083
57
$1.61M 0.64%
40,361
+3,008
58
$1.44M 0.58%
19,454
+368
59
$1.44M 0.57%
37,345
-3,585
60
$1.42M 0.57%
22,899
+3,563
61
$1.41M 0.56%
24,900
+2,519
62
$1.4M 0.56%
22,010
-420
63
$1.38M 0.55%
21,971
+3,193
64
$1.34M 0.54%
23,637
+1,203
65
$1.31M 0.52%
19,171
+2,996
66
$1.26M 0.5%
22,518
+3,982
67
$1.24M 0.5%
48,964
+4,375
68
$1.24M 0.49%
27,255
+1,327
69
$1.19M 0.47%
34,188
+3,497
70
$1.15M 0.46%
27,447
-790
71
$1.12M 0.45%
30,154
-818
72
$1.11M 0.44%
28,770
+1,009
73
$1.11M 0.44%
9,636
+1,005
74
$1.11M 0.44%
39,410
+8,433
75
$1.05M 0.42%
13,600
+3,868
1 2
3
4 5