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
$3.72B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$16.3M
3
+$14.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.09M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.48M

Top Sells

1
+$23.6M
2
+$15.6M
3
+$13.2M
4
TJX icon
TJX Companies
TJX
+$11M
5
GS icon
Goldman Sachs
GS
+$7.11M

Sector Composition

1 Technology 15.18%
2 Financials 13.18%
3 Healthcare 11.84%
4 Industrials 7.99%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.76M 0.18%
184,176
+7,027
127
$6.48M 0.17%
69,214
+2,019
128
$6.21M 0.17%
145,953
+67,764
129
$6.14M 0.17%
62,473
+25,138
130
$6.11M 0.16%
36,656
+35,846
131
$6.09M 0.16%
123,819
-4,407
132
$6.06M 0.16%
100,432
+9,358
133
$6.05M 0.16%
27,970
-1,464
134
$6.05M 0.16%
115,734
+2,814
135
$5.99M 0.16%
96,705
-2,727
136
$5.86M 0.16%
53,428
+4,915
137
$5.81M 0.16%
27,577
+2,290
138
$5.47M 0.15%
140,651
+8,658
139
$5.46M 0.15%
58,304
+382
140
$5.31M 0.14%
52,473
+896
141
$5.2M 0.14%
373,338
142
$5.13M 0.14%
55,162
+150
143
$4.85M 0.13%
92,631
+6,780
144
$4.84M 0.13%
45,617
+1,298
145
$4.84M 0.13%
50,207
-1,339
146
$4.83M 0.13%
75,617
+3,709
147
$4.82M 0.13%
21,050
-6,253
148
$4.64M 0.12%
28,409
-4,810
149
$4.52M 0.12%
12,444
-328
150
$4.42M 0.12%
91,005
+3,180
4 5
6
7 8