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
$2.81B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.97M
3
+$9.17M
4
KO icon
Coca-Cola
KO
+$7.21M
5
NOW icon
ServiceNow
NOW
+$6.46M

Top Sells

1
+$14.1M
2
+$7.95M
3
+$6.94M
4
CSCO icon
Cisco
CSCO
+$4.84M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$4.69M

Sector Composition

1 Technology 13.35%
2 Financials 13.13%
3 Healthcare 11.31%
4 Industrials 7.96%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.63M 0.31%
204,487
+8,971
102
$8.17M 0.29%
60,448
+6,036
103
$8.06M 0.29%
68,510
+7,009
104
$8.02M 0.29%
155,341
+8,305
105
$8.02M 0.29%
126,012
+7,525
106
$8M 0.29%
101,013
-1,317
107
$7.83M 0.28%
26,361
+114
108
$7.79M 0.28%
21,281
+278
109
$7.79M 0.28%
57,902
+8,925
110
$7.79M 0.28%
32,219
+11
111
$7.74M 0.28%
108,538
+4,457
112
$7.71M 0.27%
44,274
+174
113
$7.62M 0.27%
45,240
+1,720
114
$7.45M 0.27%
83,679
+23,108
115
$7.15M 0.25%
28,944
+2,176
116
$7.09M 0.25%
181,026
+20,466
117
$7.01M 0.25%
35,595
+16,060
118
$6.58M 0.23%
77,342
+3,792
119
$6.53M 0.23%
12,173
120
$6.51M 0.23%
36,409
+11,339
121
$6.46M 0.23%
46,984
+951
122
$6.34M 0.23%
32,163
-20,838
123
$6.25M 0.22%
106,213
+18,176
124
$6.03M 0.21%
56,276
-22,213
125
$5.93M 0.21%
19,786
+494
3 4
5
6 7