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
$262M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.02M
3
+$555K
4
PII icon
Polaris
PII
+$540K
5
BIDU icon
Baidu
BIDU
+$536K

Top Sells

1
+$1.72M
2
+$690K
3
+$638K
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$349K
5
INTC icon
Intel
INTC
+$267K

Sector Composition

1 Financials 13.52%
2 Healthcare 12.9%
3 Technology 12.23%
4 Industrials 9.27%
5 Energy 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$489K 0.19%
12,928
-60
127
$488K 0.19%
1,957
+299
128
$465K 0.18%
18,463
+1,005
129
$465K 0.18%
5,065
-99
130
$465K 0.18%
15,734
+138
131
$461K 0.18%
5,825
-1,286
132
$452K 0.17%
3,880
-722
133
$431K 0.16%
8,280
+1,555
134
$427K 0.16%
+9,337
135
$418K 0.16%
17,686
+1,910
136
$415K 0.16%
6,010
-32
137
$407K 0.16%
30,500
-8,250
138
$401K 0.15%
9,946
+130
139
$398K 0.15%
7,175
-223
140
$396K 0.15%
5,305
141
$385K 0.15%
10,139
-95
142
$378K 0.14%
+4,914
143
$376K 0.14%
+6,290
144
$362K 0.14%
+2,570
145
$355K 0.14%
3,784
-200
146
$353K 0.13%
7,980
+380
147
$347K 0.13%
3,508
-2
148
$339K 0.13%
13,284
+1,353
149
$335K 0.13%
1,970
150
$317K 0.12%
4,230
-565
4 5
6
7 8