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
$287M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.18M
3
+$1.09M
4
HSTM icon
HealthStream
HSTM
+$982K
5
ESV
Ensco Rowan plc
ESV
+$835K

Top Sells

1
+$944K
2
+$898K
3
+$637K
4
DO
Diamond Offshore Drilling
DO
+$631K
5
EOG icon
EOG Resources
EOG
+$575K

Sector Composition

1 Financials 13.17%
2 Healthcare 13.11%
3 Technology 12.45%
4 Industrials 8.91%
5 Consumer Staples 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.2M 0.42%
8,456
+209
77
$1.19M 0.41%
15,437
+1,277
78
$1.18M 0.41%
41,694
+952
79
$1.18M 0.41%
19,917
+80
80
$1.15M 0.4%
13,635
-208
81
$1.12M 0.39%
31,750
+318
82
$1.11M 0.39%
18,904
+178
83
$1.11M 0.39%
23,104
-1,036
84
$1.11M 0.39%
47,394
-12,548
85
$1.09M 0.38%
+42,680
86
$992K 0.35%
28,931
-314
87
$988K 0.34%
23,587
88
$982K 0.34%
+33,303
89
$978K 0.34%
35,068
+92
90
$939K 0.33%
21,104
+676
91
$921K 0.32%
27,312
+40
92
$896K 0.31%
9,552
+202
93
$877K 0.31%
8,617
+2,140
94
$876K 0.31%
9,905
+945
95
$876K 0.31%
7,834
96
$875K 0.31%
12,585
+1,504
97
$872K 0.3%
14,441
+785
98
$853K 0.3%
16,613
+618
99
$835K 0.29%
+6,964
100
$820K 0.29%
11,583
+1,298
2 3
4
5 6