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
$1.06B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$9.43M
3 +$4.46M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.89M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.17M

Top Sells

1 +$16.6M
2 +$6.4M
3 +$2.81M
4
CELG
Celgene Corp
CELG
+$2.5M
5
T icon
AT&T
T
+$2.33M

Sector Composition

1 Financials 13.74%
2 Healthcare 9.69%
3 Technology 7.66%
4 Industrials 6.89%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$6.33M 0.6%
145,572
+16,508
52
$5.8M 0.55%
144,862
+18,891
53
$5.63M 0.53%
102,363
-13,487
54
$5.54M 0.53%
60,922
+3,156
55
$5.47M 0.52%
126,253
-1,085
56
$5.41M 0.51%
39,162
+702
57
$5.37M 0.51%
46,379
+903
58
$5.05M 0.48%
67,377
-5,557
59
$5.04M 0.48%
66,698
+3,720
60
$5.03M 0.48%
109,108
-33,274
61
$5.02M 0.48%
38,286
+12,013
62
$5.02M 0.48%
101,561
-9,581
63
$4.97M 0.47%
108,731
-32,331
64
$4.91M 0.47%
24,066
+167
65
$4.85M 0.46%
50,911
+3,667
66
$4.74M 0.45%
83,288
+6,508
67
$4.66M 0.44%
104,079
-8,195
68
$4.63M 0.44%
30,728
-960
69
$4.56M 0.43%
61,071
+31,112
70
$4.45M 0.42%
66,449
+6,024
71
$4.4M 0.42%
58,704
+5,831
72
$4.39M 0.42%
76,788
73
$4.35M 0.41%
14,367
+573
74
$4.24M 0.4%
39,191
+2,062
75
$4.22M 0.4%
59,091
+18,838