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
$262M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.02M
3
+$555K
4
PII icon
Polaris
PII
+$540K
5
BIDU icon
Baidu
BIDU
+$536K

Top Sells

1
+$1.72M
2
+$690K
3
+$638K
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$349K
5
INTC icon
Intel
INTC
+$267K

Sector Composition

1 Financials 13.52%
2 Healthcare 12.9%
3 Technology 12.23%
4 Industrials 9.27%
5 Energy 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.08M 0.41%
25,612
+8,415
77
$1.08M 0.41%
24,140
-1,828
78
$1.03M 0.39%
8,247
-1,389
79
$1.01M 0.39%
19,837
80
$1M 0.38%
18,726
+740
81
$1M 0.38%
45,707
-3,257
82
$981K 0.37%
24,506
+6,348
83
$980K 0.37%
14,160
+4,252
84
$978K 0.37%
13,843
-117
85
$936K 0.36%
27,272
-5,771
86
$934K 0.36%
34,976
-560
87
$930K 0.35%
10,604
+1,473
88
$910K 0.35%
29,245
+475
89
$897K 0.34%
23,587
-40
90
$877K 0.33%
11,081
+290
91
$869K 0.33%
20,428
-204
92
$842K 0.32%
9,350
-315
93
$837K 0.32%
8,828
+993
94
$809K 0.31%
5,040
+495
95
$808K 0.31%
6,344
+1,150
96
$803K 0.31%
8,762
+1,190
97
$760K 0.29%
15,995
+1,317
98
$757K 0.29%
10,285
+988
99
$744K 0.28%
14,548
-188
100
$743K 0.28%
7,834
+4,979
2 3
4
5 6