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
$1.24B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$11.3M
3
+$4.95M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.96M
5
HD icon
Home Depot
HD
+$2.45M

Top Sells

1
+$11.5M
2
+$5.08M
3
+$2.45M
4
BA icon
Boeing
BA
+$2.24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.76M

Sector Composition

1 Financials 13.39%
2 Healthcare 8.68%
3 Technology 8.06%
4 Industrials 6.73%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.52M 0.61%
101,930
-3,470
52
$7.4M 0.6%
82,216
+5,504
53
$7.34M 0.59%
44,057
+5,771
54
$6.98M 0.56%
41,751
+2,589
55
$6.96M 0.56%
36,279
+12,777
56
$6.77M 0.55%
79,802
+12,425
57
$6.61M 0.53%
108,807
+6,444
58
$6.38M 0.51%
137,031
+10,778
59
$6.31M 0.51%
48,618
+2,239
60
$6.06M 0.49%
105,503
+3,942
61
$5.87M 0.47%
64,434
+3,512
62
$5.85M 0.47%
53,528
+2,617
63
$5.81M 0.47%
32,318
+1,590
64
$5.79M 0.47%
108,770
+4,691
65
$5.71M 0.46%
84,214
+926
66
$5.7M 0.46%
118,201
+9,470
67
$5.62M 0.45%
69,220
+2,771
68
$5.57M 0.45%
66,497
+5,426
69
$5.39M 0.43%
15,598
+1,231
70
$5.33M 0.43%
60,265
-610
71
$5.27M 0.42%
26,761
+967
72
$5.19M 0.42%
46,408
+3,711
73
$5.18M 0.42%
59,676
+10,952
74
$5.12M 0.41%
14,363
+55
75
$5M 0.4%
24,887
+821
1 2
3
4 5