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
$316M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.97M
3
+$1.55M
4
HSTM icon
HealthStream
HSTM
+$1.52M
5
MSFT icon
Microsoft
MSFT
+$1.49M

Top Sells

1
+$1.31M
2
+$1.22M
3
+$810K
4
PG icon
Procter & Gamble
PG
+$739K
5
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$622K

Sector Composition

1 Healthcare 14.52%
2 Financials 13.55%
3 Technology 11.68%
4 Industrials 9.77%
5 Consumer Staples 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.34M 0.43%
28,274
+625
77
$1.33M 0.42%
36,444
+146
78
$1.29M 0.41%
19,388
-201
79
$1.27M 0.4%
23,988
+4,016
80
$1.25M 0.4%
47,066
+1,369
81
$1.19M 0.38%
37,260
+1,336
82
$1.18M 0.38%
13,308
-75
83
$1.18M 0.37%
24,756
+628
84
$1.16M 0.37%
8,615
+120
85
$1.14M 0.36%
17,411
-3,752
86
$1.14M 0.36%
46,015
+3,335
87
$1.14M 0.36%
11,691
+1,307
88
$1.09M 0.35%
58,706
+19,570
89
$1.08M 0.34%
12,186
+4,606
90
$1.08M 0.34%
19,966
-1,732
91
$1.05M 0.33%
17,866
-338
92
$1.04M 0.33%
3,812
+29
93
$1.02M 0.32%
17,289
+2,881
94
$1M 0.32%
23,362
95
$975K 0.31%
23,546
-3,847
96
$968K 0.31%
8,559
+235
97
$950K 0.3%
+18,525
98
$934K 0.3%
18,445
+1,742
99
$906K 0.29%
19,546
+729
100
$889K 0.28%
4,785
+138
2 3
4
5 6