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
$318M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.88M
3
+$1.82M
4
C icon
Citigroup
C
+$1.36M
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$1.23M

Top Sells

1
+$4.07M
2
+$1.97M
3
+$655K
4
WFM
Whole Foods Market Inc
WFM
+$638K
5
DVY icon
iShares Select Dividend ETF
DVY
+$477K

Sector Composition

1 Financials 14.47%
2 Healthcare 13.72%
3 Technology 12.05%
4 Industrials 9.58%
5 Consumer Staples 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$432K 0.14%
928
152
$415K 0.13%
8,750
-300
153
$410K 0.13%
13,186
154
$410K 0.13%
6,831
+6,220
155
$405K 0.13%
2,103
+207
156
$396K 0.12%
18,303
+3,351
157
$392K 0.12%
8,476
+124
158
$381K 0.12%
9,788
+708
159
$380K 0.12%
7,968
+162
160
$380K 0.12%
+2,329
161
$379K 0.12%
2,170
-125
162
$371K 0.12%
+29,700
163
$366K 0.12%
11,129
-7,242
164
$364K 0.11%
+12,410
165
$361K 0.11%
13,737
-1,463
166
$360K 0.11%
15,972
+228
167
$351K 0.11%
5,890
+195
168
$347K 0.11%
5,429
+52
169
$328K 0.1%
2,020
170
$322K 0.1%
11,814
+938
171
$321K 0.1%
3,980
-725
172
$307K 0.1%
2,230
+155
173
$301K 0.09%
+4,689
174
$298K 0.09%
4,000
+290
175
$289K 0.09%
1,495
+15
5 6
7
8 9