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
$2.81B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.97M
3
+$9.17M
4
KO icon
Coca-Cola
KO
+$7.21M
5
NOW icon
ServiceNow
NOW
+$6.46M

Top Sells

1
+$14.1M
2
+$7.95M
3
+$6.94M
4
CSCO icon
Cisco
CSCO
+$4.84M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$4.69M

Sector Composition

1 Technology 13.35%
2 Financials 13.13%
3 Healthcare 11.31%
4 Industrials 7.96%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.9M 0.42%
35,302
-1,632
77
$11.3M 0.4%
55,358
+22,007
78
$10.7M 0.38%
66,514
+4,370
79
$10.6M 0.38%
61,109
-2,662
80
$10.6M 0.38%
25,637
+545
81
$10.4M 0.37%
251,157
+2,253
82
$10.3M 0.37%
16,983
+911
83
$10.3M 0.37%
85,940
-39,305
84
$10.2M 0.36%
201,576
-3,195
85
$10.2M 0.36%
308,281
+10,191
86
$10.1M 0.36%
112,632
-11,264
87
$10.1M 0.36%
96,631
+4,338
88
$9.81M 0.35%
168,872
+83,136
89
$9.81M 0.35%
99,341
+22,726
90
$9.73M 0.35%
260,251
-103,506
91
$9.51M 0.34%
305,558
+27,537
92
$9.42M 0.34%
41,547
+273
93
$9.35M 0.33%
88,751
-1,412
94
$9.33M 0.33%
41,811
+289
95
$9.29M 0.33%
149,574
-13,428
96
$9.08M 0.32%
99,680
+12,260
97
$9.08M 0.32%
36,995
+1,295
98
$9.05M 0.32%
70,885
+5,345
99
$8.88M 0.32%
44,085
-19
100
$8.81M 0.31%
113,416
-4,199
2 3
4
5 6