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
$1.19B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.22M
3
+$5.34M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.23M
5
BAC icon
Bank of America
BAC
+$2.8M

Top Sells

1
+$5.07M
2
+$4.14M
3
+$3.56M
4
WFC icon
Wells Fargo
WFC
+$2.13M
5
BP icon
BP
BP
+$1.65M

Sector Composition

1 Financials 15.08%
2 Healthcare 9.21%
3 Technology 7.94%
4 Industrials 7.17%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.44M 0.29%
23,639
+314
102
$3.38M 0.28%
49,494
+115
103
$3.35M 0.28%
40,635
+1,246
104
$3.34M 0.28%
76,614
+637
105
$3.32M 0.28%
22,099
+1,826
106
$3.31M 0.28%
34,406
+423
107
$3.31M 0.28%
28,304
+72
108
$3.29M 0.28%
33,626
-113
109
$3.26M 0.27%
69,993
+5,823
110
$3.17M 0.27%
67,500
+1,654
111
$3.1M 0.26%
105,316
+95,040
112
$3.08M 0.26%
21,324
+2,952
113
$3.07M 0.26%
13,050
+716
114
$3.02M 0.25%
38,972
+651
115
$2.95M 0.25%
22,755
+1,078
116
$2.85M 0.24%
45,849
+195
117
$2.84M 0.24%
54,506
118
$2.83M 0.24%
40,253
+997
119
$2.81M 0.24%
13,862
+536
120
$2.81M 0.24%
153,144
-658
121
$2.74M 0.23%
+15,918
122
$2.73M 0.23%
87,318
+39,516
123
$2.65M 0.22%
15,846
-267
124
$2.65M 0.22%
44,400
+1,760
125
$2.63M 0.22%
19,649
-2,693
3 4
5
6 7