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
$223M
AUM Growth
+$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.21M
3
+$1.16M
4
GILD icon
Gilead Sciences
GILD
+$1.02M
5
CL icon
Colgate-Palmolive
CL
+$810K

Top Sells

1
+$1.78M
2
+$1.7M
3
+$898K
4
IBM icon
IBM
IBM
+$845K
5
PEP icon
PepsiCo
PEP
+$827K

Sector Composition

1 Financials 14.35%
2 Technology 12.64%
3 Healthcare 11.86%
4 Energy 9.6%
5 Industrials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$331K 0.15%
14,760
+1,444
127
$328K 0.15%
3,959
-4,950
128
$324K 0.15%
1,970
129
$321K 0.14%
3,275
+941
130
$320K 0.14%
2,565
+20
131
$317K 0.14%
+4,795
132
$314K 0.14%
+8,703
133
$308K 0.14%
12,108
-483
134
$294K 0.13%
22,395
-2,275
135
$288K 0.13%
7,455
136
$286K 0.13%
2,065
-190
137
$275K 0.12%
3,525
138
$275K 0.12%
+14,750
139
$275K 0.12%
4,880
140
$273K 0.12%
5,055
141
$271K 0.12%
+1,658
142
$259K 0.12%
3,830
143
$259K 0.12%
17,564
144
$256K 0.11%
+3,360
145
$254K 0.11%
2,058
+130
146
$254K 0.11%
3,800
-2,414
147
$254K 0.11%
2,520
148
$250K 0.11%
+5,875
149
$249K 0.11%
1,980
150
$238K 0.11%
3,995
-350
4 5
6
7 8