PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.14M
3
+$698K
4
LVS icon
Las Vegas Sands
LVS
+$673K
5
T icon
AT&T
T
+$672K

Top Sells

1
+$1.21M
2
+$1.07M
3
+$968K
4
COST icon
Costco
COST
+$870K
5
V icon
Visa
V
+$701K

Sector Composition

1 Financials 13.95%
2 Healthcare 12.13%
3 Technology 11.25%
4 Consumer Staples 9.59%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$218K 0.11%
23,500
-150
127
$218K 0.11%
+18,785
128
$215K 0.11%
8,800
-1,100
129
$214K 0.11%
+5,008
130
$204K 0.1%
6,690
131
$200K 0.1%
+11,831
132
$28K 0.01%
+2,857
133
$21K 0.01%
+562
134
$20K 0.01%
90
135
$19K 0.01%
760
136
$19K 0.01%
150
137
$18K 0.01%
3,450
138
$18K 0.01%
200
139
$18K 0.01%
210
140
$17K 0.01%
130
141
$16K 0.01%
328
-300
142
$16K 0.01%
1,128
143
$15K 0.01%
500
144
$15K 0.01%
268
145
$15K 0.01%
400
146
$15K 0.01%
450
147
$14K 0.01%
150
148
$14K 0.01%
180
149
$13K 0.01%
340
150
$13K 0.01%
910
4 5
6
7 8