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
$1.06B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.43M
3
+$4.46M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.89M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.17M

Top Sells

1
+$16.6M
2
+$6.4M
3
+$2.81M
4
CELG
Celgene Corp
CELG
+$2.5M
5
T icon
AT&T
T
+$2.33M

Sector Composition

1 Financials 13.74%
2 Healthcare 9.69%
3 Technology 7.66%
4 Industrials 6.89%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.28M 0.22%
43,810
-2,039
127
$2.23M 0.21%
59,808
-7,692
128
$2.21M 0.21%
56,708
+5,854
129
$2.14M 0.2%
13,460
-32
130
$2.11M 0.2%
19,397
-1,927
131
$2.05M 0.19%
152,913
-231
132
$2.04M 0.19%
44,768
-9,738
133
$2.03M 0.19%
32,391
+1
134
$2.01M 0.19%
83,181
+275
135
$1.99M 0.19%
38,527
+8,749
136
$1.95M 0.18%
18,029
-4,726
137
$1.94M 0.18%
+35,944
138
$1.88M 0.18%
34,750
-30
139
$1.84M 0.17%
26,820
+384
140
$1.76M 0.17%
29,534
+315
141
$1.75M 0.17%
52,267
+1,365
142
$1.69M 0.16%
55,953
-3,475
143
$1.56M 0.15%
20,670
+250
144
$1.56M 0.15%
30,940
-974
145
$1.55M 0.15%
13,628
+1,243
146
$1.52M 0.14%
32,282
+18,530
147
$1.52M 0.14%
10,327
+79
148
$1.48M 0.14%
9,910
+623
149
$1.47M 0.14%
8,664
-714
150
$1.47M 0.14%
14,999
-508
4 5
6
7 8