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
$985M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.13M
3
+$3.48M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.23M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.23M

Top Sells

1
+$5.33M
2
+$5.19M
3
+$3.45M
4
AMT icon
American Tower
AMT
+$2M
5
QCOM icon
Qualcomm
QCOM
+$1.93M

Sector Composition

1 Financials 16.88%
2 Healthcare 8.5%
3 Technology 7.36%
4 Industrials 7%
5 Consumer Staples 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.98M 0.4%
61,504
+7,526
77
$3.94M 0.4%
94,428
+14,027
78
$3.78M 0.38%
47,278
+4,959
79
$3.71M 0.38%
49,189
-1,246
80
$3.71M 0.38%
90,888
+73,960
81
$3.69M 0.37%
42,740
+1,080
82
$3.63M 0.37%
25,015
-13,736
83
$3.63M 0.37%
26,507
+2,903
84
$3.59M 0.36%
80,338
+1,679
85
$3.58M 0.36%
52,955
+7,487
86
$3.49M 0.35%
33,360
+23,907
87
$3.41M 0.35%
74,654
+5,428
88
$3.35M 0.34%
69,400
+4,858
89
$3.28M 0.33%
42,344
+500
90
$3.21M 0.33%
38,109
+3,637
91
$3.18M 0.32%
19,924
+11,677
92
$3.15M 0.32%
48,032
-5,062
93
$3.14M 0.32%
18,631
+11,417
94
$3.09M 0.31%
61,078
+5,771
95
$3.07M 0.31%
49,423
+9,493
96
$3.06M 0.31%
46,767
+4,841
97
$3.05M 0.31%
30,399
-11,846
98
$3.05M 0.31%
9,301
+307
99
$3.04M 0.31%
49,224
-160
100
$3M 0.3%
32,904
-1,410
2 3
4
5 6