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
$1.06B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$9.43M
3 +$4.46M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.89M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.17M

Top Sells

1 +$16.6M
2 +$6.4M
3 +$2.81M
4
CELG
Celgene Corp
CELG
+$2.5M
5
T icon
AT&T
T
+$2.33M

Sector Composition

1 Financials 13.74%
2 Healthcare 9.69%
3 Technology 7.66%
4 Industrials 6.89%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$3.09M 0.29%
51,557
+1,039
102
$3.09M 0.29%
44,711
-9,881
103
$3.04M 0.29%
69,280
-7,334
104
$3.03M 0.29%
97,716
+10,398
105
$3.03M 0.29%
33,874
+248
106
$3.02M 0.29%
17,028
+1,182
107
$3.02M 0.29%
26,461
+6,951
108
$2.89M 0.27%
50,728
-894
109
$2.85M 0.27%
13,975
+925
110
$2.76M 0.26%
33,931
-204,287
111
$2.72M 0.26%
44,497
-13,613
112
$2.68M 0.25%
20,049
-2,182
113
$2.65M 0.25%
49,264
-230
114
$2.64M 0.25%
58,319
-20,020
115
$2.63M 0.25%
73,154
-16,900
116
$2.6M 0.25%
105,464
+148
117
$2.54M 0.24%
38,906
-1,729
118
$2.51M 0.24%
19,434
-215
119
$2.47M 0.23%
37,214
-13,527
120
$2.46M 0.23%
18,725
+5,640
121
$2.45M 0.23%
+34,191
122
$2.44M 0.23%
39,149
+177
123
$2.4M 0.23%
46,360
+1,960
124
$2.36M 0.22%
49,034
-77
125
$2.34M 0.22%
15,918