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
$3.2B
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.88M
3
+$8.23M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$7.72M
5
UNH icon
UnitedHealth
UNH
+$7.22M

Top Sells

1
+$6.69M
2
+$6.49M
3
+$5.63M
4
INTC icon
Intel
INTC
+$5.49M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.97M

Sector Composition

1 Financials 13.99%
2 Technology 13.1%
3 Healthcare 10.47%
4 Industrials 7.18%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.74M 0.3%
83,996
+239
102
$9.73M 0.3%
44,216
+5,379
103
$9.62M 0.3%
67,270
-470
104
$9.59M 0.3%
144,554
+7,335
105
$9.47M 0.3%
63,742
+2,829
106
$9.44M 0.29%
161,066
+3,856
107
$9.38M 0.29%
180,582
-75,327
108
$8.68M 0.27%
30,795
+1,935
109
$8.57M 0.27%
41,055
+1,527
110
$8.3M 0.26%
146,393
+3,800
111
$8.21M 0.26%
88,130
+6,754
112
$8.05M 0.25%
109,845
+4,141
113
$7.96M 0.25%
75,716
+906
114
$7.75M 0.24%
12,173
+2,073
115
$7.69M 0.24%
160,238
+3,923
116
$7.68M 0.24%
54,552
+2,007
117
$7.62M 0.24%
57,462
+2,172
118
$7.53M 0.24%
41,407
+3,418
119
$7.46M 0.23%
60,895
-711
120
$7.24M 0.23%
96,955
+2,362
121
$6.96M 0.22%
25,953
+182
122
$6.93M 0.22%
32,513
+3,042
123
$6.91M 0.22%
82,187
+6,292
124
$6.82M 0.21%
99,371
+3,111
125
$6.81M 0.21%
71,732
+5,302
3 4
5
6 7