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
$779M
AUM Growth
+$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$57.5M
2
+$22.8M
3
+$20.2M
4
KO icon
Coca-Cola
KO
+$5.35M
5
XOM icon
Exxon Mobil
XOM
+$3.28M

Top Sells

1
+$28M
2
+$7.42M
3
+$2.03M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.85M
5
DD
Du Pont De Nemours E I
DD
+$1.77M

Sector Composition

1 Financials 19.09%
2 Healthcare 9.24%
3 Technology 7.8%
4 Consumer Staples 7.3%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.89M 0.37%
37,615
+2,219
77
$2.88M 0.37%
39,608
-5,103
78
$2.85M 0.37%
63,526
-6,368
79
$2.77M 0.36%
19,424
-1,732
80
$2.76M 0.35%
43,333
+4,283
81
$2.75M 0.35%
67,754
-4,386
82
$2.73M 0.35%
19,692
-2,943
83
$2.71M 0.35%
23,401
+2,927
84
$2.71M 0.35%
33,316
-2,782
85
$2.63M 0.34%
34,126
+3,626
86
$2.63M 0.34%
48,782
+3,355
87
$2.61M 0.33%
58,199
-6,571
88
$2.55M 0.33%
47,873
-500
89
$2.55M 0.33%
32,550
+2,171
90
$2.52M 0.32%
39,846
-6,846
91
$2.52M 0.32%
32,357
-12,452
92
$2.49M 0.32%
32,721
+11,718
93
$2.47M 0.32%
35,106
+25,031
94
$2.46M 0.32%
26,986
+231
95
$2.44M 0.31%
70,512
-461
96
$2.42M 0.31%
38,646
+2,359
97
$2.39M 0.31%
15,256
+1,617
98
$2.35M 0.3%
22,127
-2,380
99
$2.25M 0.29%
13,765
+2,549
100
$2.2M 0.28%
48,183
+2,222
2 3
4
5 6