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
$287M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.18M
3
+$1.09M
4
HSTM icon
HealthStream
HSTM
+$982K
5
ESV
Ensco Rowan plc
ESV
+$835K

Top Sells

1
+$944K
2
+$898K
3
+$637K
4
DO
Diamond Offshore Drilling
DO
+$631K
5
EOG icon
EOG Resources
EOG
+$575K

Sector Composition

1 Financials 13.17%
2 Healthcare 13.11%
3 Technology 12.45%
4 Industrials 8.91%
5 Consumer Staples 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.68%
18,925
+343
52
$1.94M 0.68%
33,361
+1,440
53
$1.94M 0.68%
38,440
+465
54
$1.92M 0.67%
31,733
+1,032
55
$1.82M 0.63%
50,102
+1,129
56
$1.8M 0.63%
22,653
+6,268
57
$1.77M 0.62%
25,172
+791
58
$1.75M 0.61%
12,741
-231
59
$1.67M 0.58%
20,023
+93
60
$1.65M 0.58%
33,642
+257
61
$1.62M 0.57%
57,104
+2,537
62
$1.62M 0.56%
18,957
+288
63
$1.58M 0.55%
23,808
-274
64
$1.56M 0.55%
22,350
+379
65
$1.47M 0.51%
29,799
-185
66
$1.46M 0.51%
21,043
+828
67
$1.42M 0.49%
14,814
+6,052
68
$1.41M 0.49%
22,060
69
$1.29M 0.45%
18,020
+647
70
$1.26M 0.44%
31,559
+18,978
71
$1.26M 0.44%
35,996
+1,282
72
$1.25M 0.44%
42,441
+2,579
73
$1.25M 0.44%
26,052
+1,546
74
$1.2M 0.42%
30,557
+4,668
75
$1.2M 0.42%
11,280
+676
1 2
3
4 5