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
$316M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.97M
3
+$1.55M
4
HSTM icon
HealthStream
HSTM
+$1.52M
5
MSFT icon
Microsoft
MSFT
+$1.49M

Top Sells

1
+$1.31M
2
+$1.22M
3
+$810K
4
PG icon
Procter & Gamble
PG
+$739K
5
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$622K

Sector Composition

1 Healthcare 14.52%
2 Financials 13.55%
3 Technology 11.68%
4 Industrials 9.77%
5 Consumer Staples 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.04M 0.65%
21,105
+1,177
52
$1.97M 0.62%
+36,000
53
$1.9M 0.6%
36,144
+1,375
54
$1.87M 0.59%
18,914
+253
55
$1.86M 0.59%
22,849
-9,920
56
$1.82M 0.58%
43,526
+1,868
57
$1.8M 0.57%
18,931
+7
58
$1.8M 0.57%
33,890
+549
59
$1.79M 0.57%
18,815
-12,752
60
$1.73M 0.55%
35,723
+1,766
61
$1.7M 0.54%
24,063
+1,852
62
$1.69M 0.53%
19,570
+686
63
$1.67M 0.53%
27,444
+896
64
$1.67M 0.53%
22,163
-2,043
65
$1.66M 0.53%
40,288
-69
66
$1.59M 0.5%
30,703
+4,977
67
$1.55M 0.49%
17,359
+1,540
68
$1.54M 0.49%
31,497
+840
69
$1.5M 0.47%
34,711
-511
70
$1.46M 0.46%
37,069
-722
71
$1.46M 0.46%
45,880
+81
72
$1.42M 0.45%
10,161
-900
73
$1.41M 0.45%
22,596
+96
74
$1.34M 0.43%
18,452
+173
75
$1.34M 0.43%
20,830
-830
1 2
3
4 5