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
$4.67B
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.46M
3
+$8.2M
4
ZTS icon
Zoetis
ZTS
+$6.92M
5
FAST icon
Fastenal
FAST
+$4.93M

Top Sells

1
+$9.68M
2
+$8.07M
3
+$6.67M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.21M
5
LLY icon
Eli Lilly
LLY
+$4.96M

Sector Composition

1 Technology 16.6%
2 Financials 13.38%
3 Healthcare 10.95%
4 Industrials 7.37%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11.3M 0.24%
113,519
+1,778
102
$11.2M 0.24%
388,121
-143
103
$11.1M 0.24%
216,657
-5,261
104
$11M 0.24%
80,594
+597
105
$11M 0.24%
2,792
+6
106
$10.9M 0.23%
174,500
+5,450
107
$10.7M 0.23%
116,217
-2,972
108
$10.7M 0.23%
16,232
+807
109
$10.3M 0.22%
143,198
+5,008
110
$10M 0.21%
67,131
+217
111
$9.99M 0.21%
64,807
-51
112
$9.97M 0.21%
84,481
+2,752
113
$9.89M 0.21%
12,122
+495
114
$9.83M 0.21%
206,853
+8,534
115
$9.68M 0.21%
191,547
-14,223
116
$9.58M 0.2%
54,744
+2,652
117
$9.57M 0.2%
21,520
+835
118
$9.52M 0.2%
162,271
-3,870
119
$9.45M 0.2%
140,376
-1,757
120
$9.43M 0.2%
317,379
-19,311
121
$9.42M 0.2%
145,008
122
$9.29M 0.2%
123,236
-6,222
123
$9.23M 0.2%
94,900
+8,990
124
$9.15M 0.2%
19,308
+2,600
125
$9.12M 0.2%
200,482
+16,504
3 4
5
6 7