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
$201M
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.14M
3
+$698K
4
LVS icon
Las Vegas Sands
LVS
+$673K
5
T icon
AT&T
T
+$672K

Top Sells

1
+$1.21M
2
+$1.07M
3
+$968K
4
COST icon
Costco
COST
+$870K
5
V icon
Visa
V
+$701K

Sector Composition

1 Financials 13.95%
2 Healthcare 12.13%
3 Technology 11.25%
4 Consumer Staples 9.59%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13K 0.01%
120
152
$13K 0.01%
198
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$12K 0.01%
190
154
$12K 0.01%
1,570
155
$12K 0.01%
440
156
$11K 0.01%
220
157
$11K 0.01%
160
158
$11K 0.01%
260
159
$11K 0.01%
830
160
$11K 0.01%
180
161
$11K 0.01%
249
162
$10K 0.01%
2,725
163
$10K 0.01%
250
164
$10K 0.01%
182
165
$10K 0.01%
65
166
$10K 0.01%
254
167
$10K 0.01%
200
168
$10K 0.01%
320
169
$9K ﹤0.01%
225
170
$9K ﹤0.01%
233
171
$9K ﹤0.01%
338
172
$9K ﹤0.01%
1,130
+400
173
$8K ﹤0.01%
82
174
$8K ﹤0.01%
730
175
$8K ﹤0.01%
460
5 6
7
8 9