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
$4.67B
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.46M
3
+$8.2M
4
ZTS icon
Zoetis
ZTS
+$6.92M
5
FAST icon
Fastenal
FAST
+$4.93M

Top Sells

1
+$9.68M
2
+$8.07M
3
+$6.67M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.21M
5
LLY icon
Eli Lilly
LLY
+$4.96M

Sector Composition

1 Technology 16.6%
2 Financials 13.38%
3 Healthcare 10.95%
4 Industrials 7.37%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$23.8M 0.51%
114,792
+1,327
52
$22.8M 0.49%
294,379
-4,610
53
$22.1M 0.47%
256,344
-17,198
54
$21.6M 0.46%
130,784
+1,172
55
$21.3M 0.46%
99,247
-6,256
56
$21M 0.45%
435,628
+49,648
57
$20.9M 0.45%
531,332
-8,962
58
$20.7M 0.44%
543,822
+4,103
59
$20.5M 0.44%
45,899
-5,578
60
$19.4M 0.42%
94,140
-170
61
$19.3M 0.41%
98,234
+2,357
62
$19.2M 0.41%
326,893
-8,721
63
$19.1M 0.41%
24,244
+542
64
$18.9M 0.41%
66,713
+191
65
$18.8M 0.4%
35,154
-350
66
$18.8M 0.4%
176,216
-4,125
67
$18.7M 0.4%
38,265
+40
68
$18.6M 0.4%
61,898
+1,980
69
$17.9M 0.38%
57,422
-96
70
$17.1M 0.37%
13,430
+17
71
$17.1M 0.37%
268,209
+950
72
$16.8M 0.36%
97,081
+14,202
73
$16.4M 0.35%
183,129
+4,563
74
$16.2M 0.35%
136,471
-32,959
75
$16.1M 0.35%
172,375
-45,434
1 2
3
4 5