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
$3.2B
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.88M
3
+$8.23M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$7.72M
5
UNH icon
UnitedHealth
UNH
+$7.22M

Top Sells

1
+$6.69M
2
+$6.49M
3
+$5.63M
4
INTC icon
Intel
INTC
+$5.49M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.97M

Sector Composition

1 Financials 13.99%
2 Technology 13.1%
3 Healthcare 10.47%
4 Industrials 7.18%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12.9M 0.4%
122,807
+3,045
77
$12.8M 0.4%
87,893
+1,811
78
$12.6M 0.39%
42,028
+7,557
79
$12.3M 0.38%
208,151
+12,921
80
$12.3M 0.38%
107,606
-1,210
81
$11.9M 0.37%
103,350
-7,518
82
$11.9M 0.37%
22,982
-949
83
$11.9M 0.37%
44,075
+4,569
84
$11.8M 0.37%
50,050
+2,494
85
$11.8M 0.37%
285,535
+3,604
86
$11.7M 0.37%
126,112
+2,405
87
$11.5M 0.36%
240,971
+4,955
88
$11.4M 0.36%
256,795
+22,740
89
$11.4M 0.36%
101,617
+9,765
90
$11.1M 0.35%
127,884
+50,512
91
$10.9M 0.34%
52,474
+1,090
92
$10.8M 0.34%
103,399
-2,744
93
$10.7M 0.33%
58,688
+2,883
94
$10.7M 0.33%
198,358
+28,454
95
$10.6M 0.33%
100,150
+96,715
96
$10.6M 0.33%
40,851
+5,690
97
$10.5M 0.33%
356,300
+76,400
98
$10.3M 0.32%
117,513
-639
99
$9.94M 0.31%
25,976
+1,979
100
$9.8M 0.31%
112,406
-15,692
2 3
4
5 6