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
$262M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.02M
3
+$555K
4
PII icon
Polaris
PII
+$540K
5
BIDU icon
Baidu
BIDU
+$536K

Top Sells

1
+$1.72M
2
+$690K
3
+$638K
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$349K
5
INTC icon
Intel
INTC
+$267K

Sector Composition

1 Financials 13.52%
2 Healthcare 12.9%
3 Technology 12.23%
4 Industrials 9.27%
5 Energy 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$734K 0.28%
8,960
+1,893
102
$733K 0.28%
16,488
+1,842
103
$711K 0.27%
13,500
+90
104
$696K 0.27%
3,807
+325
105
$685K 0.26%
6,769
+144
106
$677K 0.26%
13,656
+1,425
107
$649K 0.25%
16,537
+577
108
$638K 0.24%
7,633
-327
109
$629K 0.24%
15,915
110
$628K 0.24%
542
+4
111
$618K 0.24%
10,939
-74
112
$616K 0.24%
11,500
-300
113
$606K 0.23%
6,477
+3,177
114
$575K 0.22%
5,805
+10
115
$548K 0.21%
14,034
+1,107
116
$543K 0.21%
1,505
-290
117
$540K 0.21%
+3,605
118
$538K 0.21%
7,275
+50
119
$536K 0.2%
+2,455
120
$533K 0.2%
10,216
+1,897
121
$525K 0.2%
+12,581
122
$521K 0.2%
1,576
123
$513K 0.2%
10,340
124
$510K 0.19%
6,385
-955
125
$498K 0.19%
3,601
+998
3 4
5
6 7