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
$390M
AUM Growth
+$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.37M
3
+$1.98M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.75M
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.6M

Top Sells

1
+$2.66M
2
+$1.46M
3
+$1.1M
4
JAH
JARDEN CORPORATION
JAH
+$1.07M
5
RF icon
Regions Financial
RF
+$906K

Sector Composition

1 Healthcare 13.44%
2 Financials 12.37%
3 Technology 11.54%
4 Consumer Staples 9.34%
5 Industrials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.32M 0.6%
30,973
+26,337
52
$2.3M 0.59%
59,636
+26,066
53
$2.23M 0.57%
45,606
+32,890
54
$2.21M 0.57%
55,035
+25,123
55
$2.16M 0.55%
17,183
-461
56
$2.02M 0.52%
24,525
+5,334
57
$2.01M 0.52%
13,869
-1,436
58
$1.97M 0.5%
36,008
+16,658
59
$1.96M 0.5%
19,194
+10,198
60
$1.86M 0.48%
25,748
+182
61
$1.85M 0.47%
45,896
-1,402
62
$1.84M 0.47%
83,181
63
$1.83M 0.47%
18,460
+2,012
64
$1.82M 0.47%
27,349
+5,811
65
$1.81M 0.46%
24,540
+5,437
66
$1.8M 0.46%
11,443
+4,278
67
$1.8M 0.46%
18,014
-1,538
68
$1.72M 0.44%
24,549
+4,368
69
$1.69M 0.43%
31,373
+10,806
70
$1.68M 0.43%
27,348
+7,318
71
$1.67M 0.43%
29,406
+13,468
72
$1.66M 0.42%
7,474
+1,759
73
$1.65M 0.42%
42,114
+27,186
74
$1.64M 0.42%
38,856
+2,107
75
$1.63M 0.42%
20,486
+2,358
1 2
3
4 5