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
$1.06B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$9.43M
3 +$4.46M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.89M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.17M

Top Sells

1 +$16.6M
2 +$6.4M
3 +$2.81M
4
CELG
Celgene Corp
CELG
+$2.5M
5
T icon
AT&T
T
+$2.33M

Sector Composition

1 Financials 13.74%
2 Healthcare 9.69%
3 Technology 7.66%
4 Industrials 6.89%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$4.17M 0.39%
42,697
+1,504
77
$4.1M 0.39%
12,702
+280
78
$4.08M 0.39%
25,794
+2,155
79
$4.06M 0.39%
60,875
+8,313
80
$4.04M 0.38%
23,502
+2,388
81
$4M 0.38%
25,979
+3,880
82
$3.97M 0.38%
60,654
+5,087
83
$3.97M 0.38%
36,177
+7,873
84
$3.94M 0.37%
25,033
+19,944
85
$3.9M 0.37%
43,860
+346
86
$3.89M 0.37%
+37,332
87
$3.89M 0.37%
34,473
+21,544
88
$3.86M 0.37%
52,993
+1,046
89
$3.83M 0.36%
14,308
-1,878
90
$3.72M 0.35%
47,358
-1,450
91
$3.72M 0.35%
48,724
+3,671
92
$3.71M 0.35%
51,279
+744
93
$3.65M 0.35%
80,909
+2,513
94
$3.6M 0.34%
52,390
+118
95
$3.4M 0.32%
37,240
+2,834
96
$3.36M 0.32%
33,263
+2,775
97
$3.25M 0.31%
62,463
+2,509
98
$3.23M 0.31%
74,564
+1,194
99
$3.15M 0.3%
23,516
-11,343
100
$3.15M 0.3%
82,339
+12,346