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
$1.33B
AUM Growth
+$90.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1 +$8.08M
2 +$7.99M
3 +$7.17M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.83M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$4.35M

Top Sells

1 +$6.8M
2 +$3.85M
3 +$2.52M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$2.45M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.23M

Sector Composition

1 Financials 13.38%
2 Healthcare 8.33%
3 Technology 8.21%
4 Industrials 7%
5 Consumer Staples 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$4.06M 0.3%
30,466
+1,331
102
$4.05M 0.3%
53,280
+224
103
$3.87M 0.29%
47,876
+306
104
$3.81M 0.29%
66,735
105
$3.76M 0.28%
18,087
+170
106
$3.73M 0.28%
32,039
+1,240
107
$3.65M 0.27%
64,411
+64,335
108
$3.52M 0.26%
133,723
+78,727
109
$3.5M 0.26%
972,830
110
$3.47M 0.26%
20,729
-385
111
$3.35M 0.25%
21,772
+1,978
112
$3.35M 0.25%
56,505
+16,443
113
$3.32M 0.25%
44,051
+513
114
$3.31M 0.25%
32,786
-583
115
$3.28M 0.25%
61,461
+6,533
116
$3.28M 0.25%
106,452
+18,020
117
$3.25M 0.24%
42,055
-11,127
118
$3.22M 0.24%
67,002
+1,349
119
$3.17M 0.24%
49,630
-2,687
120
$3.13M 0.24%
38,871
-5,043
121
$2.96M 0.22%
47,954
+36,006
122
$2.92M 0.22%
19,862
+559
123
$2.92M 0.22%
61,779
-17,057
124
$2.9M 0.22%
33,173
-15,544
125
$2.85M 0.21%
21,624
+166