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
$1.84B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$6.1M
3
+$4.82M
4
CVS icon
CVS Health
CVS
+$3.44M
5
AMGN icon
Amgen
AMGN
+$2.34M

Top Sells

1
+$26.4M
2
+$7.71M
3
+$4.93M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.57M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.2M

Sector Composition

1 Technology 10.86%
2 Financials 10.13%
3 Healthcare 8.63%
4 Industrials 7.05%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.41M 0.29%
224,715
+7,046
102
$5.18M 0.28%
23,615
-719
103
$4.95M 0.27%
8,790
+2,089
104
$4.94M 0.27%
30,234
+29,532
105
$4.89M 0.27%
59,923
-7,599
106
$4.77M 0.26%
88,009
+3,596
107
$4.73M 0.26%
18,824
+781
108
$4.67M 0.25%
46,599
-19,814
109
$4.38M 0.24%
148,084
+56
110
$4.31M 0.23%
70,394
+812
111
$4.2M 0.23%
83,127
+36,911
112
$4.18M 0.23%
46,510
-1,493
113
$4.11M 0.22%
18,532
-37
114
$3.97M 0.22%
35,315
+1,785
115
$3.92M 0.21%
49,482
-6,606
116
$3.86M 0.21%
48,914
-1,853
117
$3.85M 0.21%
74,912
+1,300
118
$3.83M 0.21%
52,060
-2,400
119
$3.82M 0.21%
98,932
-511
120
$3.79M 0.21%
50,503
+286
121
$3.58M 0.19%
44,268
-1,575
122
$3.56M 0.19%
76,251
-948
123
$3.35M 0.18%
29,629
-415
124
$3.26M 0.18%
56,408
-1,372
125
$3.21M 0.17%
237,040
+140,680
3 4
5
6 7