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
$1.84B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$6.1M
3
+$4.82M
4
CVS icon
CVS Health
CVS
+$3.44M
5
AMGN icon
Amgen
AMGN
+$2.34M

Top Sells

1
+$26.4M
2
+$7.71M
3
+$4.93M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.57M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.2M

Sector Composition

1 Technology 10.86%
2 Financials 10.13%
3 Healthcare 8.63%
4 Industrials 7.05%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.5M 0.57%
213,261
+2,353
52
$10.5M 0.57%
283,790
-315
53
$9.91M 0.54%
66,155
-12,261
54
$9.91M 0.54%
284,504
+5,412
55
$9.82M 0.53%
29,219
+582
56
$9.79M 0.53%
95,937
+961
57
$9.73M 0.53%
111,133
+1,469
58
$9.7M 0.53%
109,564
+1,295
59
$9.53M 0.52%
132,361
+284
60
$9.44M 0.51%
161,690
+58,955
61
$9.15M 0.5%
7,773
+173
62
$8.98M 0.49%
314,964
+3,253
63
$8.96M 0.49%
42,733
-512
64
$8.95M 0.49%
235,261
+2,192
65
$8.64M 0.47%
97,994
-1,590
66
$8.4M 0.46%
80,819
+3,759
67
$8.32M 0.45%
96,258
-1,380
68
$8.24M 0.45%
262,649
+28,674
69
$8.2M 0.45%
147,272
+2,786
70
$8.05M 0.44%
23,757
+896
71
$7.96M 0.43%
85,208
+3,067
72
$7.7M 0.42%
52,166
+974
73
$7.58M 0.41%
209,054
+14,817
74
$7.57M 0.41%
107,739
+655
75
$7.55M 0.41%
21,282
+531
1 2
3
4 5