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
$3.72B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$16.3M
3
+$14.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.09M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.48M

Top Sells

1
+$23.6M
2
+$15.6M
3
+$13.2M
4
TJX icon
TJX Companies
TJX
+$11M
5
GS icon
Goldman Sachs
GS
+$7.11M

Sector Composition

1 Technology 15.18%
2 Financials 13.18%
3 Healthcare 11.84%
4 Industrials 7.99%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$21.1M 0.57%
141,964
+12,545
52
$20.5M 0.55%
329,846
+4,969
53
$19.9M 0.54%
200,850
+62,744
54
$19.7M 0.53%
42,322
+5,439
55
$19.4M 0.52%
157,802
+11,242
56
$18.9M 0.51%
661,219
+116,042
57
$18.5M 0.5%
37,271
-640
58
$18M 0.48%
58,371
+4,807
59
$17.8M 0.48%
99,801
+8,050
60
$16.9M 0.46%
415,139
+20,991
61
$16.3M 0.44%
433,518
+15,494
62
$16M 0.43%
319,590
+330
63
$15.6M 0.42%
81,264
+27,402
64
$15.6M 0.42%
164,964
+6,757
65
$15.5M 0.42%
45,123
+204
66
$15.4M 0.42%
75,595
+3,451
67
$15M 0.4%
67,082
-1,311
68
$14.9M 0.4%
36,125
+347
69
$14.9M 0.4%
534,690
+165,430
70
$14.8M 0.4%
295,262
-8,324
71
$14.8M 0.4%
292,827
-75,753
72
$14.6M 0.39%
145,927
+16,618
73
$14.5M 0.39%
488,998
-3,701
74
$14.5M 0.39%
21,619
+1,231
75
$14.3M 0.38%
315,613
+16,258
1 2
3
4 5