PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.14M
3
+$698K
4
LVS icon
Las Vegas Sands
LVS
+$673K
5
T icon
AT&T
T
+$672K

Top Sells

1
+$1.21M
2
+$1.07M
3
+$968K
4
COST icon
Costco
COST
+$870K
5
V icon
Visa
V
+$701K

Sector Composition

1 Financials 13.95%
2 Healthcare 12.13%
3 Technology 11.25%
4 Consumer Staples 9.59%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$759K 0.38%
22,101
-3,093
77
$700K 0.35%
14,280
-1,222
78
$694K 0.35%
10,457
+10,137
79
$672K 0.33%
16,000
-750
80
$644K 0.32%
+24,786
81
$632K 0.31%
20,388
-1,870
82
$622K 0.31%
18,172
-203
83
$605K 0.3%
15,915
84
$591K 0.29%
6,450
-1,672
85
$589K 0.29%
10,597
+30
86
$588K 0.29%
13,153
+479
87
$572K 0.28%
1,830
+250
88
$557K 0.28%
+6,973
89
$552K 0.27%
+4,095
90
$549K 0.27%
+10,170
91
$533K 0.27%
6,079
92
$524K 0.26%
19,231
+746
93
$500K 0.25%
+25,339
94
$446K 0.22%
13,443
+514
95
$446K 0.22%
13,771
96
$427K 0.21%
5,540
+1,090
97
$420K 0.21%
415
98
$418K 0.21%
+3,624
99
$405K 0.2%
16,295
+750
100
$402K 0.2%
8,850
+792
2 3
4
5 6