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
$251M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$883K
3
+$761K
4
JAH
JARDEN CORPORATION
JAH
+$718K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$689K

Top Sells

1
+$1.71M
2
+$667K
3
+$624K
4
DDD icon
3D Systems Corp
DDD
+$571K
5
AFL icon
Aflac
AFL
+$408K

Sector Composition

1 Financials 13.99%
2 Technology 12.15%
3 Healthcare 11.81%
4 Energy 10.46%
5 Industrials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$274K 0.11%
+3,328
152
$267K 0.11%
5,055
153
$265K 0.11%
7,455
154
$265K 0.11%
+7,303
155
$263K 0.1%
17,564
156
$257K 0.1%
2,563
-4,030
157
$254K 0.1%
1,983
-75
158
$254K 0.1%
3,800
159
$252K 0.1%
4,880
160
$250K 0.1%
3,405
161
$250K 0.1%
3,995
162
$248K 0.1%
7,380
163
$245K 0.1%
2,855
-2,855
164
$243K 0.1%
5,158
-303
165
$243K 0.1%
+6,495
166
$239K 0.1%
7,706
-13,166
167
$238K 0.09%
+17,040
168
$234K 0.09%
+3,707
169
$233K 0.09%
5,410
+175
170
$231K 0.09%
1,175
171
$230K 0.09%
+2,230
172
$230K 0.09%
1,385
173
$223K 0.09%
+5,453
174
$219K 0.09%
+10,332
175
$215K 0.09%
+2,013
5 6
7
8 9