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
$316M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.97M
3
+$1.55M
4
HSTM icon
HealthStream
HSTM
+$1.52M
5
MSFT icon
Microsoft
MSFT
+$1.49M

Top Sells

1
+$1.31M
2
+$1.22M
3
+$810K
4
PG icon
Procter & Gamble
PG
+$739K
5
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$622K

Sector Composition

1 Healthcare 14.52%
2 Financials 13.55%
3 Technology 11.68%
4 Industrials 9.77%
5 Consumer Staples 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$883K 0.28%
33,911
+1,216
102
$879K 0.28%
8,624
-10
103
$875K 0.28%
23,716
+4,324
104
$849K 0.27%
14,800
+641
105
$840K 0.27%
9,905
+2,320
106
$824K 0.26%
28,948
-120
107
$819K 0.26%
8,601
+562
108
$811K 0.26%
15,312
+1,765
109
$801K 0.25%
5,774
-211
110
$789K 0.25%
7,376
+209
111
$786K 0.25%
11,024
-4,675
112
$784K 0.25%
4,451
+35
113
$777K 0.25%
19,597
114
$760K 0.24%
8,246
+111
115
$757K 0.24%
+69,558
116
$733K 0.23%
7,840
117
$701K 0.22%
10,386
+957
118
$698K 0.22%
+18,371
119
$676K 0.21%
17,265
+1,200
120
$668K 0.21%
13,500
121
$655K 0.21%
1,621
+45
122
$647K 0.21%
8,610
-125
123
$642K 0.2%
13,210
+720
124
$641K 0.2%
15,801
+633
125
$612K 0.19%
18,179
+4,434
3 4
5
6 7