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
$779M
AUM Growth
+$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$57.5M
2
+$22.8M
3
+$20.2M
4
KO icon
Coca-Cola
KO
+$5.35M
5
XOM icon
Exxon Mobil
XOM
+$3.28M

Top Sells

1
+$28M
2
+$7.42M
3
+$2.03M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.85M
5
DD
Du Pont De Nemours E I
DD
+$1.77M

Sector Composition

1 Financials 19.09%
2 Healthcare 9.24%
3 Technology 7.8%
4 Consumer Staples 7.3%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.26M 0.55%
77,978
+2,133
52
$4.17M 0.53%
53,835
+2,230
53
$4.12M 0.53%
53,136
-5,584
54
$4.04M 0.52%
43,191
-358
55
$4.02M 0.52%
36,247
+1,421
56
$3.97M 0.51%
70,192
+11,738
57
$3.94M 0.51%
51,275
+14,367
58
$3.93M 0.5%
73,397
+7,776
59
$3.89M 0.5%
21,433
-3,672
60
$3.87M 0.5%
39,261
-11,225
61
$3.87M 0.5%
76,788
62
$3.83M 0.49%
15,134
+1,292
63
$3.81M 0.49%
47,740
-1,223
64
$3.78M 0.49%
67,381
-1,774
65
$3.75M 0.48%
51,342
-3,024
66
$3.66M 0.47%
19,979
+334
67
$3.62M 0.46%
39,994
-2,911
68
$3.53M 0.45%
55,148
-3,912
69
$3.38M 0.43%
39,900
-2,939
70
$3.35M 0.43%
30,667
+4,250
71
$3.33M 0.43%
67,732
+802
72
$3.23M 0.41%
61,270
-2,750
73
$3.17M 0.41%
37,083
+55
74
$3.13M 0.4%
36,795
+8,279
75
$3.08M 0.4%
59,506
+41,204
1 2
3
4 5