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
$318M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.88M
3
+$1.82M
4
C icon
Citigroup
C
+$1.36M
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$1.23M

Top Sells

1
+$4.07M
2
+$1.97M
3
+$655K
4
WFM
Whole Foods Market Inc
WFM
+$638K
5
DVY icon
iShares Select Dividend ETF
DVY
+$477K

Sector Composition

1 Financials 14.47%
2 Healthcare 13.72%
3 Technology 12.05%
4 Industrials 9.58%
5 Consumer Staples 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$591K 0.19%
4,451
127
$582K 0.18%
35,289
+1,378
128
$576K 0.18%
11,230
+844
129
$572K 0.18%
10,066
+1,150
130
$557K 0.18%
57,592
-1,114
131
$550K 0.17%
6,385
132
$549K 0.17%
+16,200
133
$539K 0.17%
12,542
+7,339
134
$536K 0.17%
16,917
-20,152
135
$528K 0.17%
5,870
-70
136
$521K 0.16%
4,814
+10
137
$519K 0.16%
14,524
+30
138
$499K 0.16%
13,917
+1,597
139
$499K 0.16%
3,305
140
$497K 0.16%
9,469
+4,325
141
$497K 0.16%
8,115
-495
142
$488K 0.15%
18,960
+781
143
$485K 0.15%
12,730
+2,025
144
$454K 0.14%
7,450
-225
145
$449K 0.14%
10,130
-106
146
$448K 0.14%
3,436
+5
147
$448K 0.14%
4,107
+429
148
$443K 0.14%
18,105
-80,364
149
$441K 0.14%
30,600
150
$435K 0.14%
6,305
4 5
6
7 8