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
$4.67B
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.46M
3
+$8.2M
4
ZTS icon
Zoetis
ZTS
+$6.92M
5
FAST icon
Fastenal
FAST
+$4.93M

Top Sells

1
+$9.68M
2
+$8.07M
3
+$6.67M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.21M
5
LLY icon
Eli Lilly
LLY
+$4.96M

Sector Composition

1 Technology 16.6%
2 Financials 13.38%
3 Healthcare 10.95%
4 Industrials 7.37%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16M 0.34%
66,194
-2,444
77
$15.7M 0.34%
39,898
-17
78
$15.5M 0.33%
103,990
-1,040
79
$15.1M 0.32%
60,424
+1,084
80
$14.9M 0.32%
163,099
+7,757
81
$14.9M 0.32%
4,793
+16
82
$14.9M 0.32%
177,114
+979
83
$14.5M 0.31%
36,679
+69
84
$14.4M 0.31%
348,716
+32,937
85
$14.3M 0.31%
138,860
-41,952
86
$14.2M 0.3%
72,949
-521
87
$14M 0.3%
108,600
-1,707
88
$13.9M 0.3%
138,832
+1,224
89
$13.3M 0.28%
111,635
+292
90
$13.2M 0.28%
50,339
+441
91
$13.1M 0.28%
99,865
+166
92
$13M 0.28%
245,200
+104
93
$12.7M 0.27%
92,516
+3,427
94
$12.6M 0.27%
74,540
+6,584
95
$12.2M 0.26%
47,800
+1,717
96
$12.1M 0.26%
68,758
+2,921
97
$11.8M 0.25%
152,998
+4,314
98
$11.8M 0.25%
106,946
+3,471
99
$11.6M 0.25%
177,201
+3,542
100
$11.3M 0.24%
25,709
+48
2 3
4
5 6