PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$435M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.66M
3
+$1.31M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.26M
5
KSS icon
Kohl's
KSS
+$1.19M

Top Sells

1
+$1.68M
2
+$1.31M
3
+$570K
4
AME icon
Ametek
AME
+$524K
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$475K

Sector Composition

1 Healthcare 13.15%
2 Financials 11.99%
3 Technology 10.46%
4 Consumer Staples 9.46%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.69M 0.62%
43,586
+624
52
$2.66M 0.61%
58,627
+3,592
53
$2.46M 0.57%
64,044
+4,408
54
$2.43M 0.56%
28,605
-536
55
$2.39M 0.55%
46,482
+876
56
$2.32M 0.53%
239,180
+47,240
57
$2.25M 0.52%
63,440
-400
58
$2.23M 0.51%
83,181
59
$2.23M 0.51%
14,588
+719
60
$2.15M 0.49%
17,421
+238
61
$2.14M 0.49%
13,058
+1,615
62
$2.11M 0.49%
27,443
+94
63
$2.11M 0.48%
25,273
+9,201
64
$2.1M 0.48%
48,701
+2,805
65
$2.09M 0.48%
26,385
+1,845
66
$2.08M 0.48%
25,977
-20,978
67
$2.05M 0.47%
19,926
+1,466
68
$2.04M 0.47%
21,731
+1,245
69
$2.03M 0.47%
27,063
+1,315
70
$2.02M 0.46%
7,868
+394
71
$2.01M 0.46%
45,597
+17,469
72
$1.89M 0.43%
28,398
+10,118
73
$1.89M 0.43%
24,815
+416
74
$1.86M 0.43%
25,297
+748
75
$1.84M 0.42%
17,798
-216
1 2
3
4 5