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
$4.67B
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.46M
3
+$8.2M
4
ZTS icon
Zoetis
ZTS
+$6.92M
5
FAST icon
Fastenal
FAST
+$4.93M

Top Sells

1
+$9.68M
2
+$8.07M
3
+$6.67M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.21M
5
LLY icon
Eli Lilly
LLY
+$4.96M

Sector Composition

1 Technology 16.6%
2 Financials 13.38%
3 Healthcare 10.95%
4 Industrials 7.37%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9.02M 0.19%
129,023
+19,008
127
$8.9M 0.19%
62,377
+57,478
128
$8.82M 0.19%
48,310
-2,742
129
$8.81M 0.19%
89,664
-1,864
130
$8.75M 0.19%
99,728
-499
131
$8.68M 0.19%
33,787
-739
132
$8.46M 0.18%
+80,249
133
$8.37M 0.18%
41,111
-1,390
134
$8.28M 0.18%
59,523
-2,119
135
$8.17M 0.17%
67,548
-950
136
$8.05M 0.17%
119,151
-1,345
137
$8.01M 0.17%
78,332
+6,765
138
$8M 0.17%
35,637
+296
139
$7.97M 0.17%
68,981
-53,742
140
$7.72M 0.17%
260,531
+39,943
141
$7.59M 0.16%
70,054
-356
142
$7.59M 0.16%
102,909
+3,310
143
$7.56M 0.16%
43,601
+39,903
144
$7.4M 0.16%
80,752
-1,883
145
$7.39M 0.16%
27,749
+92
146
$7.26M 0.16%
57,574
+2,472
147
$6.88M 0.15%
70,564
-4,771
148
$6.81M 0.15%
30,187
+5,577
149
$6.71M 0.14%
55,552
+3,283
150
$6.58M 0.14%
18,760
+832
4 5
6
7 8