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
$435M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.66M
3
+$1.31M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.26M
5
KSS icon
Kohl's
KSS
+$1.19M

Top Sells

1
+$1.68M
2
+$1.31M
3
+$570K
4
AME icon
Ametek
AME
+$524K
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$475K

Sector Composition

1 Healthcare 13.15%
2 Financials 11.99%
3 Technology 10.46%
4 Consumer Staples 9.46%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.26M 0.29%
15,796
-700
102
$1.26M 0.29%
10,516
-462
103
$1.26M 0.29%
+11,365
104
$1.23M 0.28%
13,610
+1,998
105
$1.22M 0.28%
12,394
-128
106
$1.22M 0.28%
18,255
-7,033
107
$1.22M 0.28%
38,256
+3,345
108
$1.22M 0.28%
133,150
-18,947
109
$1.19M 0.27%
+30,959
110
$1.19M 0.27%
18,214
+2,344
111
$1.18M 0.27%
43,962
+3,918
112
$1.18M 0.27%
17,053
-2,305
113
$1.18M 0.27%
123,708
-3,000
114
$1.11M 0.26%
18,543
+2,733
115
$1.11M 0.26%
33,031
+2,822
116
$1.08M 0.25%
13,057
+901
117
$1.06M 0.24%
25,837
+2,157
118
$1.03M 0.24%
9,902
-743
119
$1.02M 0.24%
26,886
+3,628
120
$1.01M 0.23%
3,593
+33
121
$988K 0.23%
22,705
-1,204
122
$956K 0.22%
19,838
+5,702
123
$947K 0.22%
31,492
+1,876
124
$939K 0.22%
9,848
+848
125
$921K 0.21%
+12,549
3 4
5
6 7