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
$318M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.88M
3
+$1.82M
4
C icon
Citigroup
C
+$1.36M
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$1.23M

Top Sells

1
+$4.07M
2
+$1.97M
3
+$655K
4
WFM
Whole Foods Market Inc
WFM
+$638K
5
DVY icon
iShares Select Dividend ETF
DVY
+$477K

Sector Composition

1 Financials 14.47%
2 Healthcare 13.72%
3 Technology 12.05%
4 Industrials 9.58%
5 Consumer Staples 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$945K 0.3%
16,624
+1,312
102
$934K 0.29%
17,824
-42
103
$927K 0.29%
19,520
+4,720
104
$902K 0.28%
33,274
+14,625
105
$883K 0.28%
11,929
+238
106
$870K 0.27%
7,325
+2,739
107
$818K 0.26%
+7,916
108
$815K 0.26%
9,947
+2,424
109
$778K 0.24%
50,552
+3,486
110
$771K 0.24%
8,549
-75
111
$752K 0.24%
27,908
-1,040
112
$751K 0.24%
19,017
+3,216
113
$736K 0.23%
7,457
+81
114
$736K 0.23%
13,069
+883
115
$733K 0.23%
5,600
-174
116
$712K 0.22%
10,024
-1,000
117
$708K 0.22%
7,841
+1
118
$692K 0.22%
32,092
+10,604
119
$675K 0.21%
8,031
-215
120
$667K 0.21%
17,265
121
$664K 0.21%
10,155
+250
122
$657K 0.21%
13,555
+345
123
$653K 0.21%
13,500
124
$621K 0.2%
17,428
-2,169
125
$610K 0.19%
8,627
+2,877
3 4
5
6 7