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
$287M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.18M
3
+$1.09M
4
HSTM icon
HealthStream
HSTM
+$982K
5
ESV
Ensco Rowan plc
ESV
+$835K

Top Sells

1
+$944K
2
+$898K
3
+$637K
4
DO
Diamond Offshore Drilling
DO
+$631K
5
EOG icon
EOG Resources
EOG
+$575K

Sector Composition

1 Financials 13.17%
2 Healthcare 13.11%
3 Technology 12.45%
4 Industrials 8.91%
5 Consumer Staples 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$546K 0.19%
3,611
+6
127
$542K 0.19%
+10,624
128
$535K 0.19%
1,576
129
$529K 0.18%
3,526
-75
130
$528K 0.18%
18,998
+535
131
$511K 0.18%
9,673
+1,393
132
$505K 0.18%
13,329
+6,246
133
$501K 0.17%
4,769
-296
134
$500K 0.17%
14,570
-1,164
135
$494K 0.17%
7,268
+2,794
136
$482K 0.17%
10,340
137
$474K 0.17%
6,162
+152
138
$455K 0.16%
5,825
139
$454K 0.16%
15,864
+2,580
140
$451K 0.16%
7,175
141
$450K 0.16%
1,975
-480
142
$444K 0.15%
+6,758
143
$429K 0.15%
+12,240
144
$422K 0.15%
12,722
+4,942
145
$419K 0.15%
30,600
+100
146
$414K 0.14%
10,432
+293
147
$414K 0.14%
17,996
-27,711
148
$406K 0.14%
17,956
+270
149
$405K 0.14%
+5,608
150
$404K 0.14%
5,305
4 5
6
7 8