PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$435M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.66M
3
+$1.31M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.26M
5
KSS icon
Kohl's
KSS
+$1.19M

Top Sells

1
+$1.68M
2
+$1.31M
3
+$570K
4
AME icon
Ametek
AME
+$524K
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$475K

Sector Composition

1 Healthcare 13.15%
2 Financials 11.99%
3 Technology 10.46%
4 Consumer Staples 9.46%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$917K 0.21%
17,447
-311
127
$904K 0.21%
6,828
-323
128
$888K 0.2%
20,380
129
$832K 0.19%
7,529
-2
130
$828K 0.19%
19,229
+10,186
131
$793K 0.18%
3,653
-52
132
$787K 0.18%
7,390
-865
133
$776K 0.18%
8,859
-31
134
$766K 0.18%
18,189
+3,523
135
$764K 0.18%
31,092
+7,656
136
$757K 0.17%
13,410
137
$747K 0.17%
14,921
+1,004
138
$746K 0.17%
12,812
-223
139
$714K 0.16%
17,824
+559
140
$712K 0.16%
19,628
141
$689K 0.16%
4,733
+250
142
$673K 0.15%
16,786
+2,490
143
$657K 0.15%
12,632
+2,055
144
$655K 0.15%
+17,782
145
$652K 0.15%
9,853
+1,403
146
$646K 0.15%
6,385
147
$641K 0.15%
7,035
-1,362
148
$640K 0.15%
12,307
+3,854
149
$635K 0.15%
5,441
-1,879
150
$622K 0.14%
10,850
-649
4 5
6
7 8