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
$262M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.02M
3
+$555K
4
PII icon
Polaris
PII
+$540K
5
BIDU icon
Baidu
BIDU
+$536K

Top Sells

1
+$1.72M
2
+$690K
3
+$638K
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$349K
5
INTC icon
Intel
INTC
+$267K

Sector Composition

1 Financials 13.52%
2 Healthcare 12.9%
3 Technology 12.23%
4 Industrials 9.27%
5 Energy 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.98M 0.76%
54,567
+2,265
52
$1.96M 0.75%
59,942
+3,503
53
$1.9M 0.72%
18,669
-6,783
54
$1.76M 0.67%
12,972
-12,642
55
$1.69M 0.65%
18,582
+817
56
$1.68M 0.64%
48,973
+1,896
57
$1.67M 0.64%
25,889
+1,941
58
$1.66M 0.63%
24,381
+1,482
59
$1.53M 0.58%
29,374
+6,856
60
$1.53M 0.58%
40,742
+381
61
$1.49M 0.57%
19,930
+476
62
$1.46M 0.56%
33,385
+6,130
63
$1.45M 0.55%
37,975
+630
64
$1.38M 0.53%
24,082
+445
65
$1.38M 0.53%
29,984
+2,537
66
$1.33M 0.51%
38,784
+877
67
$1.33M 0.51%
22,060
+50
68
$1.32M 0.5%
20,215
+1,044
69
$1.25M 0.48%
21,971
70
$1.21M 0.46%
16,385
+2,785
71
$1.17M 0.45%
42,690
+12,985
72
$1.15M 0.44%
34,714
+526
73
$1.12M 0.43%
31,432
+1,278
74
$1.12M 0.43%
39,862
+452
75
$1.12M 0.43%
17,373
+250
1 2
3
4 5