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
$287M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.18M
3
+$1.09M
4
HSTM icon
HealthStream
HSTM
+$982K
5
ESV
Ensco Rowan plc
ESV
+$835K

Top Sells

1
+$944K
2
+$898K
3
+$637K
4
DO
Diamond Offshore Drilling
DO
+$631K
5
EOG icon
EOG Resources
EOG
+$575K

Sector Composition

1 Financials 13.17%
2 Healthcare 13.11%
3 Technology 12.45%
4 Industrials 8.91%
5 Consumer Staples 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$397K 0.14%
6,305
+15
152
$392K 0.14%
1,896
+721
153
$391K 0.14%
8,384
+404
154
$379K 0.13%
9,337
155
$373K 0.13%
+19,100
156
$368K 0.13%
2,255
-315
157
$363K 0.13%
16,832
+7,482
158
$359K 0.13%
9,946
159
$350K 0.12%
1,970
160
$339K 0.12%
+6,969
161
$331K 0.12%
7,169
+47
162
$325K 0.11%
2,580
163
$313K 0.11%
29,675
-500
164
$312K 0.11%
3,410
-98
165
$310K 0.11%
5,655
+300
166
$309K 0.11%
4,230
167
$304K 0.11%
+9,627
168
$293K 0.1%
5,772
+239
169
$280K 0.1%
7,380
170
$270K 0.09%
5,697
-19,915
171
$269K 0.09%
+8,796
172
$267K 0.09%
13,050
173
$266K 0.09%
3,520
-250
174
$265K 0.09%
5,896
+459
175
$264K 0.09%
+4,947
5 6
7
8 9