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
$1.19B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.22M
3
+$5.34M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.23M
5
BAC icon
Bank of America
BAC
+$2.8M

Top Sells

1
+$5.07M
2
+$4.14M
3
+$3.56M
4
WFC icon
Wells Fargo
WFC
+$2.13M
5
BP icon
BP
BP
+$1.65M

Sector Composition

1 Financials 15.08%
2 Healthcare 9.21%
3 Technology 7.94%
4 Industrials 7.17%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.57M 0.22%
82,906
-275
127
$2.5M 0.21%
27,961
+1,241
128
$2.42M 0.2%
75,007
+1,196
129
$2.38M 0.2%
13,492
+3,236
130
$2.37M 0.2%
32,390
+14,296
131
$2.35M 0.2%
34,780
+19
132
$2.34M 0.2%
49,111
+6,257
133
$2.28M 0.19%
13,085
+757
134
$2.22M 0.19%
19,510
+15,018
135
$2.18M 0.18%
50,854
-30,916
136
$2.13M 0.18%
31,914
-7,062
137
$2.12M 0.18%
29,959
+20,120
138
$2.12M 0.18%
26,436
+1
139
$2.01M 0.17%
45,669
-37,567
140
$1.97M 0.17%
29,143
+888
141
$1.97M 0.17%
25,983
+9,447
142
$1.96M 0.16%
29,219
-220
143
$1.95M 0.16%
59,428
-571
144
$1.89M 0.16%
13,284
+5,589
145
$1.84M 0.15%
34,026
+2,536
146
$1.83M 0.15%
9,378
+186
147
$1.82M 0.15%
31,200
+10,440
148
$1.8M 0.15%
17,818
-413
149
$1.79M 0.15%
50,902
+22,608
150
$1.76M 0.15%
13,228
+423
4 5
6
7 8