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
$1.45B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$87M
2
+$8.05M
3
+$7.08M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.49M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.73M

Top Sells

1
+$11.6M
2
+$9.49M
3
+$8.73M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.13M
5
AGN
Allergan plc
AGN
+$3.04M

Sector Composition

1 Financials 10.29%
2 Technology 9.98%
3 Healthcare 8.37%
4 Industrials 6.55%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.99M 0.28%
24,106
+157
102
$3.97M 0.27%
55,047
+10,373
103
$3.83M 0.26%
76,614
-7,890
104
$3.74M 0.26%
74,165
+23,042
105
$3.69M 0.25%
62,074
+1,401
106
$3.62M 0.25%
31,700
+5,371
107
$3.6M 0.25%
71,729
+17,712
108
$3.58M 0.25%
32,246
-1,662
109
$3.42M 0.24%
48,139
-1,358
110
$3.35M 0.23%
115,530
+28,728
111
$3.27M 0.23%
114,455
+30,878
112
$3.24M 0.22%
47,874
+1,903
113
$3.18M 0.22%
54,720
-3,980
114
$3.1M 0.21%
105,869
+47,508
115
$2.96M 0.2%
46,096
-7,843
116
$2.93M 0.2%
30,126
-119,333
117
$2.92M 0.2%
30,361
-7,040
118
$2.86M 0.2%
54,798
-3,424
119
$2.82M 0.19%
30,446
-3,464
120
$2.81M 0.19%
50,363
-1,175
121
$2.73M 0.19%
72,117
-2,274
122
$2.73M 0.19%
33,214
-2,626
123
$2.68M 0.19%
90,845
-18,470
124
$2.59M 0.18%
109,493
+69,846
125
$2.57M 0.18%
18,600
+871
3 4
5
6 7