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
$444M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$851K
3
+$841K
4
SYY icon
Sysco
SYY
+$723K
5
PG icon
Procter & Gamble
PG
+$691K

Top Sells

1
+$1.41M
2
+$1.19M
3
+$312K
4
ESV
Ensco Rowan plc
ESV
+$287K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$226K

Sector Composition

1 Healthcare 12.62%
2 Financials 11.99%
3 Technology 10.35%
4 Consumer Staples 9.99%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.32M 0.3%
42,900
-985
102
$1.31M 0.3%
5,584
+33
103
$1.31M 0.3%
9,919
+3,091
104
$1.28M 0.29%
12,394
105
$1.28M 0.29%
29,471
+6,766
106
$1.28M 0.29%
10,563
+47
107
$1.26M 0.28%
15,796
108
$1.26M 0.28%
11,409
+44
109
$1.24M 0.28%
18,938
+15,132
110
$1.23M 0.28%
13,610
111
$1.22M 0.27%
133,150
112
$1.18M 0.27%
17,053
113
$1.18M 0.27%
36,952
-1,304
114
$1.18M 0.26%
123,708
115
$1.18M 0.26%
33,374
+343
116
$1.16M 0.26%
29,763
-1,196
117
$1.15M 0.26%
44,076
+114
118
$1.15M 0.26%
17,530
-684
119
$1.12M 0.25%
16,710
-1,545
120
$1.1M 0.25%
13,072
+15
121
$1.1M 0.25%
25,970
+133
122
$1.07M 0.24%
7,119
+3,249
123
$1.06M 0.24%
4,866
+1,213
124
$1.05M 0.24%
5,276
+4,240
125
$1.02M 0.23%
9,902
3 4
5
6 7