PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$435M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.66M
3
+$1.31M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.26M
5
KSS icon
Kohl's
KSS
+$1.19M

Top Sells

1
+$1.68M
2
+$1.31M
3
+$570K
4
AME icon
Ametek
AME
+$524K
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$475K

Sector Composition

1 Healthcare 13.15%
2 Financials 11.99%
3 Technology 10.46%
4 Consumer Staples 9.46%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.82M 0.42%
33,072
+7,590
77
$1.81M 0.42%
41,940
+3,621
78
$1.68M 0.39%
24,090
+678
79
$1.67M 0.38%
43,052
+938
80
$1.66M 0.38%
36,441
+2,444
81
$1.64M 0.38%
31,918
+545
82
$1.63M 0.37%
24,150
-2,572
83
$1.61M 0.37%
20,766
+4,443
84
$1.6M 0.37%
38,685
-171
85
$1.57M 0.36%
47,327
+3,557
86
$1.55M 0.36%
24,481
+1,458
87
$1.55M 0.36%
27,143
-205
88
$1.54M 0.35%
27,107
+5,784
89
$1.54M 0.35%
27,101
+603
90
$1.47M 0.34%
32,416
+856
91
$1.44M 0.33%
10,701
+228
92
$1.44M 0.33%
9,343
93
$1.44M 0.33%
53,768
+13,144
94
$1.42M 0.33%
39,826
-165
95
$1.38M 0.32%
17,102
+2,606
96
$1.38M 0.32%
20,882
-628
97
$1.38M 0.32%
10,590
+577
98
$1.35M 0.31%
43,885
+5,314
99
$1.32M 0.3%
44,258
+8,828
100
$1.31M 0.3%
+5,551
2 3
4
5 6