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
$1.45B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$87M
2
+$8.05M
3
+$7.08M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.49M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.73M

Top Sells

1
+$11.6M
2
+$9.49M
3
+$8.73M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.13M
5
AGN
Allergan plc
AGN
+$3.04M

Sector Composition

1 Financials 10.29%
2 Technology 9.98%
3 Healthcare 8.37%
4 Industrials 6.55%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.8M 0.4%
149,874
+27,283
77
$5.74M 0.4%
43,404
+13,250
78
$5.72M 0.4%
102,012
-18,416
79
$5.69M 0.39%
188,146
+44,283
80
$5.68M 0.39%
113,506
-58,991
81
$5.68M 0.39%
19,923
+1,141
82
$5.63M 0.39%
65,747
+3,833
83
$5.5M 0.38%
113,840
+6,212
84
$5.19M 0.36%
150,568
+27,208
85
$5.1M 0.35%
19,413
+1,019
86
$5M 0.35%
33,270
+292
87
$4.9M 0.34%
90,651
-21,660
88
$4.88M 0.34%
97,768
-29,566
89
$4.84M 0.33%
285,756
+130,669
90
$4.75M 0.33%
49,215
+3,410
91
$4.73M 0.33%
38,287
-1,245
92
$4.6M 0.32%
84,895
+1,369
93
$4.55M 0.31%
214,144
+34,020
94
$4.46M 0.31%
24,400
-538
95
$4.25M 0.29%
81,147
+3,499
96
$4.22M 0.29%
34,706
+13,100
97
$4.21M 0.29%
57,286
+755
98
$4.15M 0.29%
105,522
+18,474
99
$4.12M 0.28%
52,200
-404
100
$4.01M 0.28%
122,945
+43,976
2 3
4
5 6