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
$316M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.97M
3
+$1.55M
4
HSTM icon
HealthStream
HSTM
+$1.52M
5
MSFT icon
Microsoft
MSFT
+$1.49M

Top Sells

1
+$1.31M
2
+$1.22M
3
+$810K
4
PG icon
Procter & Gamble
PG
+$739K
5
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$622K

Sector Composition

1 Healthcare 14.52%
2 Financials 13.55%
3 Technology 11.68%
4 Industrials 9.77%
5 Consumer Staples 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$604K 0.19%
7,523
+201
127
$566K 0.18%
10,415
-377
128
$556K 0.18%
4,804
129
$542K 0.17%
12,320
+807
130
$539K 0.17%
6,385
131
$536K 0.17%
9,050
-1,400
132
$529K 0.17%
13,186
+464
133
$526K 0.17%
3,305
134
$512K 0.16%
18,649
+1,921
135
$510K 0.16%
4,586
-34
136
$510K 0.16%
5,940
137
$509K 0.16%
21,488
+638
138
$499K 0.16%
7,675
+300
139
$496K 0.16%
15,200
-810
140
$495K 0.16%
10,236
-16
141
$480K 0.15%
14,494
142
$478K 0.15%
8,916
143
$473K 0.15%
928
144
$467K 0.15%
3,431
-45
145
$440K 0.14%
6,305
146
$437K 0.14%
8,352
-653
147
$425K 0.13%
19,100
148
$408K 0.13%
4,705
-350
149
$400K 0.13%
5,225
150
$393K 0.12%
1,896
4 5
6
7 8