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
$287M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.18M
3
+$1.09M
4
HSTM icon
HealthStream
HSTM
+$982K
5
ESV
Ensco Rowan plc
ESV
+$835K

Top Sells

1
+$944K
2
+$898K
3
+$637K
4
DO
Diamond Offshore Drilling
DO
+$631K
5
EOG icon
EOG Resources
EOG
+$575K

Sector Composition

1 Financials 13.17%
2 Healthcare 13.11%
3 Technology 12.45%
4 Industrials 8.91%
5 Consumer Staples 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$816K 0.28%
15,432
+884
102
$809K 0.28%
6,227
-117
103
$793K 0.28%
21,603
-17,181
104
$784K 0.27%
4,072
+265
105
$761K 0.27%
13,662
+162
106
$753K 0.26%
7,102
+333
107
$724K 0.25%
+6,918
108
$719K 0.25%
4,391
-649
109
$686K 0.24%
16,130
-358
110
$684K 0.24%
7,289
-1,539
111
$682K 0.24%
11,219
+1,003
112
$682K 0.24%
2,586
+629
113
$675K 0.24%
7,840
+565
114
$671K 0.23%
8,475
+6,126
115
$663K 0.23%
11,500
116
$628K 0.22%
15,915
117
$624K 0.22%
7,652
+19
118
$617K 0.22%
11,387
+448
119
$617K 0.22%
1,505
120
$615K 0.21%
539
-3
121
$593K 0.21%
+5,711
122
$589K 0.21%
12,490
-438
123
$586K 0.2%
16,135
-402
124
$580K 0.2%
6,385
125
$571K 0.2%
13,330
-704
3 4
5
6 7