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
$1.45B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$87M
2
+$8.05M
3
+$7.08M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.49M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.73M

Top Sells

1
+$11.6M
2
+$9.49M
3
+$8.73M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.13M
5
AGN
Allergan plc
AGN
+$3.04M

Sector Composition

1 Financials 10.29%
2 Technology 9.98%
3 Healthcare 8.37%
4 Industrials 6.55%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.15M 0.56%
263,255
+47,781
52
$8.02M 0.55%
105,287
+1,315
53
$7.91M 0.55%
82,618
+2,032
54
$7.62M 0.53%
95,283
+11,197
55
$7.39M 0.51%
107,238
-7,882
56
$7.38M 0.51%
60,170
+5,313
57
$7.28M 0.5%
141,994
+53,034
58
$7.08M 0.49%
75,773
+14,450
59
$6.97M 0.48%
89,686
+21,029
60
$6.93M 0.48%
224,672
+31,158
61
$6.91M 0.48%
26,730
-5,810
62
$6.86M 0.47%
98,219
+1,057
63
$6.82M 0.47%
75,652
+3,118
64
$6.57M 0.45%
137,410
+15,699
65
$6.56M 0.45%
43,435
+3,161
66
$6.55M 0.45%
73,298
+16
67
$6.28M 0.43%
86,121
+17,100
68
$6.28M 0.43%
7,427
+6,286
69
$6.28M 0.43%
42,404
+34,830
70
$6.23M 0.43%
28,614
+850
71
$5.98M 0.41%
157,481
-22,875
72
$5.95M 0.41%
131,092
+24,502
73
$5.94M 0.41%
46,433
+12,812
74
$5.91M 0.41%
97,228
-1,686
75
$5.88M 0.41%
99,043
+592
1 2
3
4 5