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
$316M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1 +$2.39M
2 +$1.97M
3 +$1.55M
4
HSTM icon
HealthStream
HSTM
+$1.52M
5
MSFT icon
Microsoft
MSFT
+$1.49M

Sector Composition

1 Healthcare 14.52%
2 Financials 13.55%
3 Technology 11.68%
4 Industrials 9.77%
5 Consumer Staples 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$391K 0.12%
1,965
-10
152
$390K 0.12%
3,678
+1,377
153
$385K 0.12%
5,750
+9
154
$376K 0.12%
5,377
-356
155
$374K 0.12%
5,695
+40
156
$371K 0.12%
14,377
-2,851
157
$370K 0.12%
30,600
158
$367K 0.12%
2,295
+80
159
$366K 0.12%
7,806
+684
160
$355K 0.11%
2,020
161
$355K 0.11%
10,705
+10,475
162
$354K 0.11%
14,952
+69
163
$352K 0.11%
15,744
-6,564
164
$340K 0.11%
7,023
165
$337K 0.11%
15,982
166
$331K 0.1%
11,075
-7,140
167
$328K 0.1%
9,080
-1,087
168
$328K 0.1%
9,337
169
$326K 0.1%
3,130
170
$319K 0.1%
17,196
-700
171
$319K 0.1%
10,876
+584
172
$307K 0.1%
+2,970
173
$304K 0.1%
2,075
174
$296K 0.09%
938
+76
175
$293K 0.09%
3,350
+1,142