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
$1.45B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$87M
2
+$8.05M
3
+$7.08M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.49M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.73M

Top Sells

1
+$11.6M
2
+$9.49M
3
+$8.73M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.13M
5
AGN
Allergan plc
AGN
+$3.04M

Sector Composition

1 Financials 10.29%
2 Technology 9.98%
3 Healthcare 8.37%
4 Industrials 6.55%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.52M 0.17%
66,743
+8
127
$2.51M 0.17%
1,866
+1,094
128
$2.48M 0.17%
31,026
-2,506
129
$2.46M 0.17%
72,584
+4,746
130
$2.44M 0.17%
59,048
+3,200
131
$2.43M 0.17%
116,919
+99,266
132
$2.37M 0.16%
66,368
+1,106
133
$2.36M 0.16%
15,918
134
$2.32M 0.16%
20,764
+253
135
$2.29M 0.16%
21,575
+88
136
$2.28M 0.16%
54,128
-22,139
137
$2.27M 0.16%
14,582
+759
138
$2.25M 0.16%
10,633
+9,085
139
$2.22M 0.15%
12,839
+9,828
140
$2.19M 0.15%
44,747
141
$2.17M 0.15%
52,994
-11,718
142
$2.07M 0.14%
60,701
-38,145
143
$1.99M 0.14%
83,181
144
$1.98M 0.14%
13,770
+9,985
145
$1.98M 0.14%
8,079
-276
146
$1.91M 0.13%
106,474
+28,970
147
$1.85M 0.13%
34,459
+24,024
148
$1.85M 0.13%
90,549
-43,336
149
$1.83M 0.13%
27,549
-713
150
$1.8M 0.12%
36,393
+4,800
4 5
6
7 8