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
$444M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$851K
3
+$841K
4
SYY icon
Sysco
SYY
+$723K
5
PG icon
Procter & Gamble
PG
+$691K

Top Sells

1
+$1.41M
2
+$1.19M
3
+$312K
4
ESV
Ensco Rowan plc
ESV
+$287K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$226K

Sector Composition

1 Healthcare 12.62%
2 Financials 11.99%
3 Technology 10.35%
4 Consumer Staples 9.99%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.61M 0.59%
26,522
+2,604
52
$2.54M 0.57%
64,190
+146
53
$2.5M 0.56%
28,872
-16,301
54
$2.43M 0.55%
45,734
-748
55
$2.37M 0.53%
27,907
-698
56
$2.27M 0.51%
61,540
-1,900
57
$2.23M 0.5%
83,181
58
$2.23M 0.5%
14,588
59
$2.12M 0.48%
13,082
+24
60
$2.12M 0.48%
17,138
-283
61
$2.11M 0.48%
27,443
62
$2.1M 0.47%
48,775
+74
63
$2.1M 0.47%
25,299
+26
64
$2.1M 0.47%
26,459
+74
65
$2.04M 0.46%
21,731
66
$2.04M 0.46%
25,404
-573
67
$2.04M 0.46%
27,063
68
$2.01M 0.45%
45,597
69
$2M 0.45%
19,428
-498
70
$1.97M 0.44%
7,674
-194
71
$1.93M 0.43%
42,044
+104
72
$1.89M 0.43%
28,398
73
$1.89M 0.42%
24,815
74
$1.84M 0.42%
45,407
+6,722
75
$1.84M 0.41%
17,798
1 2
3
4 5