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
$2.81B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.97M
3
+$9.17M
4
KO icon
Coca-Cola
KO
+$7.21M
5
NOW icon
ServiceNow
NOW
+$6.46M

Top Sells

1
+$14.1M
2
+$7.95M
3
+$6.94M
4
CSCO icon
Cisco
CSCO
+$4.84M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$4.69M

Sector Composition

1 Technology 13.35%
2 Financials 13.13%
3 Healthcare 11.31%
4 Industrials 7.96%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.92M 0.21%
54,522
-1,439
127
$5.91M 0.21%
58,145
+1,417
128
$5.67M 0.2%
178,449
+8,628
129
$5.51M 0.2%
61,941
-437
130
$5.46M 0.19%
128,051
-113,572
131
$5.4M 0.19%
85,405
+1,296
132
$5.28M 0.19%
18,851
+3,019
133
$5.26M 0.19%
47,819
-6,954
134
$5.21M 0.19%
24,785
-150
135
$5.16M 0.18%
340,340
-59,590
136
$5.07M 0.18%
121,253
+6,566
137
$5.01M 0.18%
90,679
+2,019
138
$4.98M 0.18%
122,814
+6,384
139
$4.89M 0.17%
20,356
+596
140
$4.79M 0.17%
176,360
+704
141
$4.78M 0.17%
31,225
+1,857
142
$4.72M 0.17%
131,269
+987
143
$4.67M 0.17%
51,643
-791
144
$4.55M 0.16%
2,600
+36
145
$4.44M 0.16%
26,334
+4,091
146
$4.4M 0.16%
55,017
-22,753
147
$4.29M 0.15%
53,356
+637
148
$4.24M 0.15%
55,060
+8,779
149
$4.12M 0.15%
53,643
-2,729
150
$3.94M 0.14%
56,434
-57,772
4 5
6
7 8