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
$251M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$966K
2 +$883K
3 +$761K
4
JAH
JARDEN CORPORATION
JAH
+$718K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$689K

Top Sells

1 +$1.71M
2 +$667K
3 +$624K
4
DDD icon
3D Systems Corp
DDD
+$571K
5
AFL icon
Aflac
AFL
+$408K

Sector Composition

1 Financials 13.99%
2 Technology 12.15%
3 Healthcare 11.81%
4 Energy 10.46%
5 Industrials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.04M 0.41%
17,986
+510
77
$1.01M 0.4%
13,264
+5,271
78
$1.01M 0.4%
25,968
-44,258
79
$1M 0.4%
17,123
+3,123
80
$976K 0.39%
33,043
+2,729
81
$968K 0.39%
13,960
+89
82
$962K 0.38%
19,837
83
$946K 0.38%
23,627
+9,856
84
$939K 0.37%
10,791
+688
85
$935K 0.37%
35,536
-100
86
$934K 0.37%
20,632
+604
87
$873K 0.35%
9,665
-30
88
$850K 0.34%
29,705
+170
89
$812K 0.32%
14,736
+1,382
90
$802K 0.32%
9,131
+4,453
91
$790K 0.31%
7,835
+4,560
92
$761K 0.3%
+17,197
93
$718K 0.29%
+18,158
94
$711K 0.28%
9,908
+755
95
$702K 0.28%
13,410
96
$689K 0.27%
+7,572
97
$684K 0.27%
9,297
+5,863
98
$678K 0.27%
15,960
+205
99
$677K 0.27%
5,795
+9
100
$674K 0.27%
6,625
+9