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
$318M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.88M
3
+$1.82M
4
C icon
Citigroup
C
+$1.36M
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$1.23M

Top Sells

1
+$4.07M
2
+$1.97M
3
+$655K
4
WFM
Whole Foods Market Inc
WFM
+$638K
5
DVY icon
iShares Select Dividend ETF
DVY
+$477K

Sector Composition

1 Financials 14.47%
2 Healthcare 13.72%
3 Technology 12.05%
4 Industrials 9.58%
5 Consumer Staples 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2M 0.63%
32,057
-2,360
52
$1.92M 0.6%
39,935
+16,389
53
$1.91M 0.6%
62,329
+16,449
54
$1.85M 0.58%
23,480
+631
55
$1.82M 0.57%
55,130
+5,140
56
$1.81M 0.57%
83,181
-50
57
$1.77M 0.56%
19,033
+119
58
$1.76M 0.55%
17,113
+8,512
59
$1.76M 0.55%
32,410
+913
60
$1.75M 0.55%
41,792
+1,504
61
$1.7M 0.53%
23,596
-467
62
$1.68M 0.53%
18,943
+128
63
$1.6M 0.5%
26,018
+6,052
64
$1.52M 0.48%
31,154
+451
65
$1.5M 0.47%
19,033
+581
66
$1.49M 0.47%
35,243
+1,353
67
$1.46M 0.46%
24,063
+4,675
68
$1.45M 0.45%
30,616
+6,628
69
$1.4M 0.44%
37,142
+1,419
70
$1.4M 0.44%
20,221
+651
71
$1.36M 0.43%
+27,480
72
$1.34M 0.42%
16,141
-1,218
73
$1.31M 0.41%
29,332
+1,058
74
$1.3M 0.41%
38,452
+2,008
75
$1.29M 0.41%
8,914
+299
1 2
3
4 5