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
$2.81B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.97M
3
+$9.17M
4
KO icon
Coca-Cola
KO
+$7.21M
5
NOW icon
ServiceNow
NOW
+$6.46M

Top Sells

1
+$14.1M
2
+$7.95M
3
+$6.94M
4
CSCO icon
Cisco
CSCO
+$4.84M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$4.69M

Sector Composition

1 Technology 13.35%
2 Financials 13.13%
3 Healthcare 11.31%
4 Industrials 7.96%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.5M 0.55%
520,447
+3,266
52
$15.4M 0.55%
151,217
+47,525
53
$14.7M 0.52%
88,914
+60,430
54
$14.7M 0.52%
88,049
+2,294
55
$14.7M 0.52%
292,919
-44,453
56
$14.6M 0.52%
45,108
+1,262
57
$14.6M 0.52%
115,992
+7,129
58
$14.5M 0.52%
142,122
+5,128
59
$14.4M 0.51%
257,965
+44,211
60
$14.3M 0.51%
316,580
+10,420
61
$14.1M 0.5%
58,067
-93
62
$14.1M 0.5%
62,546
-102
63
$13.9M 0.49%
292,946
+5,876
64
$13.8M 0.49%
124,849
+28,101
65
$13.2M 0.47%
101,951
+18,844
66
$13.2M 0.47%
137,630
+5,948
67
$13.1M 0.47%
59,042
+1,123
68
$12.9M 0.46%
136,398
-6,114
69
$12.8M 0.46%
64,957
+1,651
70
$12.6M 0.45%
33,110
+1,507
71
$12.4M 0.44%
40,189
-100
72
$12.1M 0.43%
130,702
+7,930
73
$12M 0.43%
43,902
+1,243
74
$12M 0.43%
84,883
+64,976
75
$11.9M 0.42%
235,488
+12,497
1 2
3
4 5