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
$985M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1 +$5.01M
2 +$4.13M
3 +$3.48M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.23M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.23M

Top Sells

1 +$5.33M
2 +$5.19M
3 +$3.45M
4
AMT icon
American Tower
AMT
+$2M
5
QCOM icon
Qualcomm
QCOM
+$1.93M

Sector Composition

1 Financials 16.88%
2 Healthcare 8.5%
3 Technology 7.36%
4 Industrials 7%
5 Consumer Staples 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$5.36M 0.54%
42,600
+13,899
52
$5.34M 0.54%
158,599
+10,956
53
$5.32M 0.54%
55,557
+6,030
54
$5.29M 0.54%
68,271
-647
55
$5.1M 0.52%
76,819
+7,104
56
$5.04M 0.51%
30,715
57
$4.9M 0.5%
104,571
+45,494
58
$4.77M 0.48%
62,826
+4,635
59
$4.71M 0.48%
58,768
+9,915
60
$4.65M 0.47%
15,750
-3,418
61
$4.64M 0.47%
91,402
+68,556
62
$4.63M 0.47%
46,624
+4,420
63
$4.55M 0.46%
74,050
+2,816
64
$4.55M 0.46%
13,309
-284
65
$4.48M 0.46%
56,624
+1,861
66
$4.48M 0.45%
55,771
+1,886
67
$4.45M 0.45%
46,802
+4,848
68
$4.45M 0.45%
76,788
69
$4.42M 0.45%
80,993
+2,219
70
$4.25M 0.43%
31,606
+7,977
71
$4.24M 0.43%
37,363
+2,809
72
$4.24M 0.43%
103,922
+43,070
73
$4.12M 0.42%
20,635
+121
74
$4.11M 0.42%
89,780
-27,006
75
$4.05M 0.41%
43,395
-732