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
$251M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$883K
3
+$761K
4
JAH
JARDEN CORPORATION
JAH
+$718K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$689K

Top Sells

1
+$1.71M
2
+$667K
3
+$624K
4
DDD icon
3D Systems Corp
DDD
+$571K
5
AFL icon
Aflac
AFL
+$408K

Sector Composition

1 Financials 13.99%
2 Technology 12.15%
3 Healthcare 11.81%
4 Energy 10.46%
5 Industrials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$432K 0.17%
1,658
-689
127
$429K 0.17%
12,988
+48
128
$418K 0.17%
5,164
-3,624
129
$416K 0.17%
7,398
130
$414K 0.16%
15,596
131
$409K 0.16%
6,725
+6,624
132
$401K 0.16%
3,984
+25
133
$394K 0.16%
5,305
-1,123
134
$385K 0.15%
15,776
+6,920
135
$384K 0.15%
9,816
-200
136
$383K 0.15%
10,234
+1,531
137
$382K 0.15%
+9,808
138
$381K 0.15%
3,510
-458
139
$367K 0.15%
4,795
140
$366K 0.15%
4,746
+280
141
$349K 0.14%
4,245
-1,949
142
$341K 0.14%
3,300
+780
143
$340K 0.14%
7,600
-468
144
$333K 0.13%
31,376
+13,850
145
$331K 0.13%
1,970
146
$330K 0.13%
2,603
+38
147
$328K 0.13%
+7,708
148
$312K 0.12%
2,470
+490
149
$299K 0.12%
11,931
-177
150
$289K 0.12%
6,945
+1,070
4 5
6
7 8