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
$262M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.02M
3
+$555K
4
PII icon
Polaris
PII
+$540K
5
BIDU icon
Baidu
BIDU
+$536K

Top Sells

1
+$1.72M
2
+$690K
3
+$638K
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$349K
5
INTC icon
Intel
INTC
+$267K

Sector Composition

1 Financials 13.52%
2 Healthcare 12.9%
3 Technology 12.23%
4 Industrials 9.27%
5 Energy 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$316K 0.12%
10,333
+525
152
$315K 0.12%
7,122
+177
153
$303K 0.12%
30,175
-1,201
154
$297K 0.11%
+5,601
155
$289K 0.11%
2,580
+110
156
$284K 0.11%
4,474
-272
157
$282K 0.11%
7,083
-625
158
$277K 0.11%
+9,350
159
$256K 0.1%
16,992
-572
160
$252K 0.1%
7,380
161
$250K 0.1%
5,533
+375
162
$246K 0.09%
+3,395
163
$244K 0.09%
3,860
-1,195
164
$240K 0.09%
+7,780
165
$240K 0.09%
4,025
-855
166
$236K 0.09%
+6,510
167
$235K 0.09%
3,770
-225
168
$233K 0.09%
1,175
169
$232K 0.09%
3,707
170
$231K 0.09%
+4,100
171
$230K 0.09%
1,983
172
$226K 0.09%
5,437
-16
173
$221K 0.08%
3,405
174
$221K 0.08%
1,980
-250
175
$219K 0.08%
2,871
-457
5 6
7
8 9