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
$219M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.21M
3
+$1.2M
4
VOD icon
Vodafone
VOD
+$902K
5
CLB icon
Core Laboratories
CLB
+$714K

Top Sells

1
+$3.61M
2
+$1.09M
3
+$836K
4
MDLZ icon
Mondelez International
MDLZ
+$750K
5
AMZN icon
Amazon
AMZN
+$507K

Sector Composition

1 Financials 13.97%
2 Technology 12.38%
3 Healthcare 10.52%
4 Energy 9.53%
5 Industrials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$204K 0.09%
+1,385
152
$202K 0.09%
6,090
-600
153
$202K 0.09%
+2,560
154
$201K 0.09%
13,031
+1,200
155
$201K 0.09%
+8,000
156
$28K 0.01%
2,857
157
$18K 0.01%
210
158
$17K 0.01%
760
159
$17K 0.01%
910
160
$15K 0.01%
190
161
$13K 0.01%
198
162
$12K 0.01%
220
163
$10K ﹤0.01%
182
164
$9K ﹤0.01%
82
165
$6K ﹤0.01%
128
-200
166
$4K ﹤0.01%
43
167
– –
-90
168
– –
-13,443
169
– –
-2,725
170
– –
-200
171
– –
-81
172
– –
-225
173
– –
-562
174
– –
-16,000
175
– –
-730
5 6
7
8 9