PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.14M
3
+$698K
4
LVS icon
Las Vegas Sands
LVS
+$673K
5
T icon
AT&T
T
+$672K

Top Sells

1
+$1.21M
2
+$1.07M
3
+$968K
4
COST icon
Costco
COST
+$870K
5
V icon
Visa
V
+$701K

Sector Composition

1 Financials 13.95%
2 Healthcare 12.13%
3 Technology 11.25%
4 Consumer Staples 9.59%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$399K 0.2%
4,710
102
$399K 0.2%
10,970
103
$398K 0.2%
3,104
+1,092
104
$380K 0.19%
13,466
-848
105
$377K 0.19%
5,600
106
$373K 0.19%
7,476
+186
107
$360K 0.18%
4,523
-27
108
$350K 0.17%
7,398
-65
109
$346K 0.17%
5,552
-198
110
$342K 0.17%
+5,488
111
$311K 0.15%
2,741
-200
112
$307K 0.15%
12,471
+324
113
$301K 0.15%
9,150
-422
114
$299K 0.15%
4,085
115
$297K 0.15%
1,970
116
$292K 0.15%
+3,615
117
$288K 0.14%
4,605
+500
118
$259K 0.13%
2,060
119
$257K 0.13%
3,525
120
$257K 0.13%
17,564
121
$251K 0.12%
5,363
+100
122
$250K 0.12%
5,996
123
$226K 0.11%
+3,800
124
$224K 0.11%
+16,000
125
$224K 0.11%
3,772
+28
3 4
5
6 7