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
$3.2B
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.88M
3
+$8.23M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$7.72M
5
UNH icon
UnitedHealth
UNH
+$7.22M

Top Sells

1
+$6.69M
2
+$6.49M
3
+$5.63M
4
INTC icon
Intel
INTC
+$5.49M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.97M

Sector Composition

1 Financials 13.99%
2 Technology 13.1%
3 Healthcare 10.47%
4 Industrials 7.18%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18.2M 0.57%
105,337
+1,984
52
$18M 0.56%
61,845
+2,971
53
$18M 0.56%
349,955
-106,503
54
$17.9M 0.56%
109,706
+832
55
$17.4M 0.54%
83,424
+1,749
56
$17M 0.53%
337,946
-10,394
57
$16.9M 0.53%
298,490
+4,905
58
$16.6M 0.52%
283,896
+2,391
59
$16.4M 0.51%
34,776
+433
60
$16.2M 0.51%
93,452
+1,232
61
$16M 0.5%
62,712
+1,801
62
$15.5M 0.48%
16,925
+556
63
$15.5M 0.48%
120,196
-52,004
64
$15.3M 0.48%
495,477
+31,793
65
$14.6M 0.46%
40,318
-453
66
$14.6M 0.45%
25,668
+710
67
$14.6M 0.45%
30,521
+542
68
$14.5M 0.45%
188,758
+73,513
69
$14M 0.44%
221,472
+4,855
70
$13.9M 0.43%
183,017
+13,463
71
$13.7M 0.43%
183,032
+1,941
72
$13.2M 0.41%
58,735
-28,836
73
$13.2M 0.41%
122,110
+823
74
$13.1M 0.41%
47,473
+314
75
$13M 0.4%
125,360
+35,458
1 2
3
4 5