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
$223M
AUM Growth
+$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.21M
3
+$1.16M
4
GILD icon
Gilead Sciences
GILD
+$1.02M
5
CL icon
Colgate-Palmolive
CL
+$810K

Top Sells

1
+$1.78M
2
+$1.7M
3
+$898K
4
IBM icon
IBM
IBM
+$845K
5
PEP icon
PepsiCo
PEP
+$827K

Sector Composition

1 Financials 14.35%
2 Technology 12.64%
3 Healthcare 11.86%
4 Energy 9.6%
5 Industrials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$235K 0.11%
5,235
152
$234K 0.1%
5,461
-535
153
$231K 0.1%
+4,559
154
$231K 0.1%
4,550
+1,035
155
$230K 0.1%
+3,434
156
$225K 0.1%
+3,405
157
$225K 0.1%
7,700
-1,100
158
$224K 0.1%
+7,380
159
$221K 0.1%
1,175
160
$220K 0.1%
30,000
161
$211K 0.09%
4,435
162
$211K 0.09%
+8,856
163
$206K 0.09%
+4,010
164
$206K 0.09%
1,385
165
$205K 0.09%
8,000
166
$194K 0.09%
17,526
-4,824
167
$174K 0.08%
11,131
-1,900
168
$38K 0.02%
2,857
169
$22K 0.01%
760
170
$21K 0.01%
910
171
$18K 0.01%
210
172
$14K 0.01%
190
173
$13K 0.01%
220
174
$12K 0.01%
198
175
$11K ﹤0.01%
182
4 5 6
7
8