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
$318M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.88M
3
+$1.82M
4
C icon
Citigroup
C
+$1.36M
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$1.23M

Top Sells

1
+$4.07M
2
+$1.97M
3
+$655K
4
WFM
Whole Foods Market Inc
WFM
+$638K
5
DVY icon
iShares Select Dividend ETF
DVY
+$477K

Sector Composition

1 Financials 14.47%
2 Healthcare 13.72%
3 Technology 12.05%
4 Industrials 9.58%
5 Consumer Staples 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.28M 0.4%
29,500
+4,744
77
$1.23M 0.39%
+8,343
78
$1.23M 0.39%
21,333
-1,263
79
$1.21M 0.38%
34,248
-463
80
$1.2M 0.38%
20,830
81
$1.2M 0.38%
37,533
+273
82
$1.17M 0.37%
8,393
-1,768
83
$1.16M 0.36%
18,209
+798
84
$1.15M 0.36%
23,818
-3,626
85
$1.14M 0.36%
15,614
-6,549
86
$1.12M 0.35%
29,403
-6,741
87
$1.11M 0.35%
13,764
+456
88
$1.11M 0.35%
123,936
+54,378
89
$1.1M 0.35%
19,528
+1,083
90
$1.09M 0.34%
5,270
+485
91
$1.08M 0.34%
46,015
92
$1.07M 0.34%
21,546
+2,000
93
$1.07M 0.34%
22,249
+11,834
94
$1.07M 0.34%
27,872
+4,510
95
$1.05M 0.33%
4,215
+403
96
$1.04M 0.33%
28,812
+5,096
97
$1.02M 0.32%
17,525
-1,000
98
$1.01M 0.32%
18,535
+1,246
99
$982K 0.31%
8,952
+393
100
$981K 0.31%
+31,602
2 3
4
5 6