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
$779M
AUM Growth
+$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$57.5M
2
+$22.8M
3
+$20.2M
4
KO icon
Coca-Cola
KO
+$5.35M
5
XOM icon
Exxon Mobil
XOM
+$3.28M

Top Sells

1
+$28M
2
+$7.42M
3
+$2.03M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.85M
5
DD
Du Pont De Nemours E I
DD
+$1.77M

Sector Composition

1 Financials 19.09%
2 Healthcare 9.24%
3 Technology 7.8%
4 Consumer Staples 7.3%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.37M 0.18%
25,843
+3,819
127
$1.36M 0.17%
10,638
-352
128
$1.35M 0.17%
88,696
129
$1.33M 0.17%
7,569
+2,015
130
$1.32M 0.17%
17,988
-3,610
131
$1.32M 0.17%
10,840
+3,974
132
$1.31M 0.17%
21,935
-1,229
133
$1.3M 0.17%
8,600
-520
134
$1.29M 0.17%
5,091
-528
135
$1.25M 0.16%
16,350
-586
136
$1.24M 0.16%
61,000
137
$1.21M 0.16%
30,351
-1,864
138
$1.19M 0.15%
14,196
139
$1.18M 0.15%
19,993
-11,598
140
$1.12M 0.14%
42,800
141
$1.09M 0.14%
13,116
-89,299
142
$1.05M 0.14%
15,401
-711
143
$1.04M 0.13%
54,284
-8,666
144
$1.04M 0.13%
13,414
-474
145
$1.02M 0.13%
6,768
-100
146
$991K 0.13%
26,898
-2,928
147
$984K 0.13%
54,366
148
$970K 0.12%
17,965
+77
149
$960K 0.12%
60,981
+25,318
150
$950K 0.12%
15,180
-200
4 5
6
7 8