PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$435M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.66M
3
+$1.31M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.26M
5
KSS icon
Kohl's
KSS
+$1.19M

Top Sells

1
+$1.68M
2
+$1.31M
3
+$570K
4
AME icon
Ametek
AME
+$524K
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$475K

Sector Composition

1 Healthcare 13.15%
2 Financials 11.99%
3 Technology 10.46%
4 Consumer Staples 9.46%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$617K 0.14%
7,610
-690
152
$610K 0.14%
4,483
-1,183
153
$603K 0.14%
29,194
-3,505
154
$587K 0.13%
3,870
-181
155
$586K 0.13%
17,510
+1,088
156
$577K 0.13%
2,290
-310
157
$566K 0.13%
8,270
158
$563K 0.13%
+4,515
159
$558K 0.13%
8,610
-907
160
$551K 0.13%
16,199
+1,489
161
$539K 0.12%
2,107
-343
162
$535K 0.12%
7,161
+128
163
$526K 0.12%
16,500
+2,344
164
$524K 0.12%
11,000
-11,000
165
$515K 0.12%
6,489
-769
166
$505K 0.12%
11,725
-1,005
167
$494K 0.11%
3,042
-108
168
$460K 0.11%
+8,000
169
$455K 0.1%
28,260
-3,070
170
$438K 0.1%
11,810
-982
171
$433K 0.1%
3,759
+1,610
172
$432K 0.1%
3,406
-749
173
$422K 0.1%
+10,394
174
$420K 0.1%
7,993
+17
175
$417K 0.1%
5,156
+1,857
5 6
7
8 9