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
$1.84B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$6.1M
3
+$4.82M
4
CVS icon
CVS Health
CVS
+$3.44M
5
AMGN icon
Amgen
AMGN
+$2.34M

Top Sells

1
+$26.4M
2
+$7.71M
3
+$4.93M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.57M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.2M

Sector Composition

1 Technology 10.86%
2 Financials 10.13%
3 Healthcare 8.63%
4 Industrials 7.05%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.2M 0.39%
120,656
+830
77
$7.12M 0.39%
48,506
+41,591
78
$7.12M 0.39%
29,440
+216
79
$6.95M 0.38%
193,927
+34,803
80
$6.93M 0.38%
32,245
-392
81
$6.74M 0.37%
83,329
-10,073
82
$6.59M 0.36%
47,616
+360
83
$6.54M 0.36%
48,831
+1,691
84
$6.47M 0.35%
112,541
+2,115
85
$6.46M 0.35%
164,003
+557
86
$6.46M 0.35%
30,329
+361
87
$6.34M 0.34%
80,352
-2,526
88
$6.15M 0.33%
49,556
+70
89
$6.13M 0.33%
45,513
-5,205
90
$6.07M 0.33%
103,982
+28,979
91
$6.05M 0.33%
84,244
+1,142
92
$6.04M 0.33%
139,524
-6,767
93
$5.91M 0.32%
91,590
-15,282
94
$5.79M 0.31%
168,797
+33,372
95
$5.72M 0.31%
48,610
-1,444
96
$5.63M 0.31%
119,730
+2,551
97
$5.63M 0.31%
50,826
-4,856
98
$5.59M 0.3%
51,355
-276
99
$5.49M 0.3%
91,053
-4,595
100
$5.42M 0.29%
98,711
+1,989
2 3
4
5 6