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
$985M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.13M
3
+$3.48M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.23M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.23M

Top Sells

1
+$5.33M
2
+$5.19M
3
+$3.45M
4
AMT icon
American Tower
AMT
+$2M
5
QCOM icon
Qualcomm
QCOM
+$1.93M

Sector Composition

1 Financials 16.88%
2 Healthcare 8.5%
3 Technology 7.36%
4 Industrials 7%
5 Consumer Staples 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.97M 0.3%
54,628
+897
102
$2.91M 0.29%
77,127
+4,501
103
$2.89M 0.29%
33,273
+2,295
104
$2.83M 0.29%
47,148
+290
105
$2.79M 0.28%
29,781
+12,413
106
$2.77M 0.28%
18,263
+2,858
107
$2.7M 0.27%
20,987
+426
108
$2.68M 0.27%
39,698
+1,581
109
$2.66M 0.27%
18,158
-1,102
110
$2.65M 0.27%
35,138
+5,104
111
$2.65M 0.27%
41,966
-301
112
$2.64M 0.27%
59,774
+10,456
113
$2.62M 0.27%
47,230
-34,932
114
$2.6M 0.26%
139,697
+2,817
115
$2.5M 0.25%
58,387
+4,834
116
$2.47M 0.25%
13,851
-58
117
$2.47M 0.25%
70,493
+5,365
118
$2.41M 0.24%
15,388
-1,689
119
$2.29M 0.23%
12,481
+406
120
$2.29M 0.23%
20,902
+3,848
121
$2.26M 0.23%
35,001
-3,725
122
$2.25M 0.23%
37,923
-1,148
123
$2.25M 0.23%
16,879
+13,401
124
$2.24M 0.23%
32,981
+862
125
$2.24M 0.23%
14,401
-334
3 4
5
6 7