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
$985M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.13M
3
+$3.48M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.23M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.23M

Top Sells

1
+$5.33M
2
+$5.19M
3
+$3.45M
4
AMT icon
American Tower
AMT
+$2M
5
QCOM icon
Qualcomm
QCOM
+$1.93M

Sector Composition

1 Financials 16.88%
2 Healthcare 8.5%
3 Technology 7.36%
4 Industrials 7%
5 Consumer Staples 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.15M 0.22%
30,029
-60
127
$2.13M 0.22%
44,512
+36,899
128
$2.12M 0.21%
71,331
+1,965
129
$2.08M 0.21%
56,719
+4,901
130
$2.08M 0.21%
35,708
-280
131
$2.06M 0.21%
83,181
132
$2.05M 0.21%
17,329
-9,831
133
$2.04M 0.21%
26,435
134
$2.03M 0.21%
39,280
-440
135
$1.95M 0.2%
31,280
-18,433
136
$1.94M 0.2%
21,732
+11,942
137
$1.91M 0.19%
36,653
+1,202
138
$1.89M 0.19%
31,575
-9
139
$1.84M 0.19%
23,519
+10,452
140
$1.81M 0.18%
17,463
-4,216
141
$1.79M 0.18%
9,523
-1,668
142
$1.79M 0.18%
10,446
+5,146
143
$1.78M 0.18%
9,303
-265
144
$1.63M 0.17%
14,931
+4,563
145
$1.61M 0.16%
+9,515
146
$1.58M 0.16%
12,954
-274
147
$1.53M 0.16%
17,973
-3,353
148
$1.52M 0.15%
30,093
-7,564
149
$1.49M 0.15%
24,086
+8,597
150
$1.48M 0.15%
46,460
4 5
6
7 8