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
$779M
AUM Growth
+$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$57.5M
2
+$22.8M
3
+$20.2M
4
KO icon
Coca-Cola
KO
+$5.35M
5
XOM icon
Exxon Mobil
XOM
+$3.28M

Top Sells

1
+$28M
2
+$7.42M
3
+$2.03M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.85M
5
DD
Du Pont De Nemours E I
DD
+$1.77M

Sector Composition

1 Financials 19.09%
2 Healthcare 9.24%
3 Technology 7.8%
4 Consumer Staples 7.3%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.2M 0.28%
24,844
-1,449
102
$2.18M 0.28%
29,955
-387
103
$2.18M 0.28%
35,635
-1,335
104
$2.14M 0.27%
14,421
+2,334
105
$2.06M 0.26%
27,256
+2,056
106
$2.03M 0.26%
60,955
-2,030
107
$2.03M 0.26%
12,338
+399
108
$2.02M 0.26%
26,176
-2,310
109
$2.01M 0.26%
42,550
-6,334
110
$1.99M 0.26%
25,738
111
$1.97M 0.25%
57,825
+2,628
112
$1.96M 0.25%
44,880
+4,134
113
$1.96M 0.25%
40,820
-13,480
114
$1.94M 0.25%
83,181
115
$1.93M 0.25%
13,785
+8,315
116
$1.78M 0.23%
12,233
-376
117
$1.74M 0.22%
34,800
-22,238
118
$1.66M 0.21%
49,678
+5,651
119
$1.62M 0.21%
12,599
-1,218
120
$1.54M 0.2%
45,692
-2,223
121
$1.5M 0.19%
9,568
+2,476
122
$1.47M 0.19%
11,854
-1,493
123
$1.44M 0.18%
25,184
-4,824
124
$1.41M 0.18%
19,232
-500
125
$1.4M 0.18%
11,135
-2,665
3 4
5
6 7