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
$1.19B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.22M
3
+$5.34M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.23M
5
BAC icon
Bank of America
BAC
+$2.8M

Top Sells

1
+$5.07M
2
+$4.14M
3
+$3.56M
4
WFC icon
Wells Fargo
WFC
+$2.13M
5
BP icon
BP
BP
+$1.65M

Sector Composition

1 Financials 15.08%
2 Healthcare 9.21%
3 Technology 7.94%
4 Industrials 7.17%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.17M 0.6%
171,533
+3,883
52
$6.7M 0.56%
111,142
+11,930
53
$6.67M 0.56%
44,299
+1,478
54
$6.29M 0.53%
112,274
+4,148
55
$6.26M 0.53%
38,460
+3,029
56
$6.18M 0.52%
127,338
+3,500
57
$6.05M 0.51%
16,186
+363
58
$5.98M 0.5%
62,978
+3,600
59
$5.94M 0.5%
31,688
+973
60
$5.91M 0.5%
67,273
+142
61
$5.88M 0.49%
34,859
+13,007
62
$5.68M 0.48%
57,766
+1,458
63
$5.48M 0.46%
68,470
+1,628
64
$5.41M 0.45%
125,971
+28,231
65
$5.41M 0.45%
129,064
+18,352
66
$5.4M 0.45%
76,788
67
$5.32M 0.45%
60,425
+1,330
68
$5.21M 0.44%
76,780
+494
69
$5.12M 0.43%
23,899
+1,063
70
$5.07M 0.43%
13,794
+1,077
71
$5.03M 0.42%
47,244
+628
72
$4.88M 0.41%
45,476
+566
73
$4.81M 0.4%
41,193
+4,722
74
$4.62M 0.39%
12,422
+3,456
75
$4.53M 0.38%
52,272
+1,293
1 2
3
4 5