PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.84B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$6.1M
3
+$4.82M
4
CVS icon
CVS Health
CVS
+$3.44M
5
AMGN icon
Amgen
AMGN
+$2.34M

Top Sells

1
+$26.4M
2
+$7.71M
3
+$4.93M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.57M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.2M

Sector Composition

1 Technology 10.86%
2 Financials 10.13%
3 Healthcare 8.63%
4 Industrials 7.05%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.17M 0.17%
34,452
127
$3.17M 0.17%
59,803
-17
128
$3.1M 0.17%
10,679
+53
129
$3.09M 0.17%
51,609
-2,770
130
$3.06M 0.17%
15,321
+284
131
$3.05M 0.17%
10,966
+1,236
132
$3.04M 0.17%
1,779
133
$2.98M 0.16%
168,495
134
$2.97M 0.16%
17,757
+1,799
135
$2.79M 0.15%
63,220
-1,467
136
$2.71M 0.15%
45,022
-4,417
137
$2.67M 0.14%
8,954
+8
138
$2.59M 0.14%
7,670
-281
139
$2.59M 0.14%
64,120
-849
140
$2.54M 0.14%
31,067
+135
141
$2.35M 0.13%
42,152
142
$2.27M 0.12%
19,482
-2,116
143
$2.25M 0.12%
45,030
-420
144
$2.25M 0.12%
5,094
-179
145
$2.24M 0.12%
26,998
-4,898
146
$2.19M 0.12%
36,393
147
$2.13M 0.12%
61,877
148
$2.1M 0.11%
79,888
-3,592
149
$2.08M 0.11%
26,982
-200
150
$2.08M 0.11%
19,258
+4,212
4 5
6
7 8