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
$444M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$851K
3
+$841K
4
SYY icon
Sysco
SYY
+$723K
5
PG icon
Procter & Gamble
PG
+$691K

Top Sells

1
+$1.41M
2
+$1.19M
3
+$312K
4
ESV
Ensco Rowan plc
ESV
+$287K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$226K

Sector Composition

1 Healthcare 12.62%
2 Financials 11.99%
3 Technology 10.35%
4 Consumer Staples 9.99%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.01M 0.23%
3,593
127
$1M 0.23%
14,136
-4,407
128
$982K 0.22%
25,742
-1,144
129
$956K 0.22%
19,838
130
$948K 0.21%
31,492
131
$941K 0.21%
9,848
132
$921K 0.21%
12,549
133
$917K 0.21%
17,447
134
$912K 0.21%
19,833
+9,439
135
$888K 0.2%
20,380
136
$886K 0.2%
20,511
+1,282
137
$832K 0.19%
7,529
138
$787K 0.18%
7,390
139
$776K 0.17%
8,859
140
$766K 0.17%
18,189
141
$757K 0.17%
13,410
142
$757K 0.17%
7,289
+4,635
143
$746K 0.17%
12,812
144
$717K 0.16%
14,291
-630
145
$712K 0.16%
19,628
146
$708K 0.16%
17,674
-150
147
$689K 0.16%
4,733
148
$652K 0.15%
9,853
149
$646K 0.15%
6,385
150
$641K 0.14%
7,035
4 5
6
7 8