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
$1.33B
AUM Growth
+$90.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1 +$8.08M
2 +$7.99M
3 +$7.17M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.83M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$4.35M

Top Sells

1 +$6.8M
2 +$3.85M
3 +$2.52M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$2.45M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.23M

Sector Composition

1 Financials 13.38%
2 Healthcare 8.33%
3 Technology 8.21%
4 Industrials 7%
5 Consumer Staples 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$5.39M 0.4%
68,649
+8,384
77
$5.36M 0.4%
75,046
+60,932
78
$5.33M 0.4%
112,611
+7,108
79
$5.31M 0.4%
51,380
+4,972
80
$5.26M 0.39%
28,934
+2,732
81
$5.21M 0.39%
91,514
+4,876
82
$5.1M 0.38%
93,556
+28,408
83
$5.03M 0.38%
71,836
+4,263
84
$4.99M 0.37%
36,914
-3,458
85
$4.93M 0.37%
55,314
-4,362
86
$4.8M 0.36%
57,654
+604
87
$4.67M 0.35%
30,471
+156
88
$4.53M 0.34%
39,300
-5,467
89
$4.47M 0.34%
68,002
+10,244
90
$4.39M 0.33%
48,410
-6,178
91
$4.39M 0.33%
107,063
+9,937
92
$4.39M 0.33%
151,393
+33,155
93
$4.33M 0.32%
34,796
+4,863
94
$4.3M 0.32%
51,114
+423
95
$4.29M 0.32%
16,215
+565
96
$4.25M 0.32%
76,916
+3,117
97
$4.2M 0.32%
27,037
+1,240
98
$4.19M 0.31%
76,575
-4,564
99
$4.18M 0.31%
52,293
+571
100
$4.13M 0.31%
96,206
-4,208