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
$1.19B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.22M
3
+$5.34M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.23M
5
BAC icon
Bank of America
BAC
+$2.8M

Top Sells

1
+$5.07M
2
+$4.14M
3
+$3.56M
4
WFC icon
Wells Fargo
WFC
+$2.13M
5
BP icon
BP
BP
+$1.65M

Sector Composition

1 Financials 15.08%
2 Healthcare 9.21%
3 Technology 7.94%
4 Industrials 7.17%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.45M 0.37%
73,091
+2,159
77
$4.38M 0.37%
43,893
+2,630
78
$4.37M 0.37%
55,567
+3,474
79
$4.37M 0.37%
21,114
+2,504
80
$4.37M 0.37%
54,592
-1,666
81
$4.32M 0.36%
26,273
+5,163
82
$4.3M 0.36%
59,954
+3,873
83
$4.29M 0.36%
52,562
+1,281
84
$4.24M 0.36%
22,231
+1,749
85
$4.23M 0.36%
52,873
+3,590
86
$4.07M 0.34%
78,339
-3,512
87
$4.07M 0.34%
45,053
+5,332
88
$4.06M 0.34%
37,129
+2,830
89
$4.04M 0.34%
78,396
-2,545
90
$3.93M 0.33%
43,514
+187
91
$3.81M 0.32%
48,808
+19,015
92
$3.78M 0.32%
50,741
+1,479
93
$3.72M 0.31%
51,622
+333
94
$3.71M 0.31%
50,535
+819
95
$3.62M 0.3%
58,110
+12,459
96
$3.58M 0.3%
50,518
+1,128
97
$3.57M 0.3%
73,370
+4,639
98
$3.55M 0.3%
90,054
+2,670
99
$3.53M 0.3%
30,488
+8,549
100
$3.52M 0.3%
51,947
+11,352
2 3
4
5 6