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
$444M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$851K
3
+$841K
4
SYY icon
Sysco
SYY
+$723K
5
PG icon
Procter & Gamble
PG
+$691K

Top Sells

1
+$1.41M
2
+$1.19M
3
+$312K
4
ESV
Ensco Rowan plc
ESV
+$287K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$226K

Sector Composition

1 Healthcare 12.62%
2 Financials 11.99%
3 Technology 10.35%
4 Consumer Staples 9.99%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$640K 0.14%
12,307
152
$639K 0.14%
5,441
153
$630K 0.14%
8,245
+3,371
154
$630K 0.14%
17,702
-80
155
$622K 0.14%
10,850
156
$617K 0.14%
7,610
157
$614K 0.14%
+8,500
158
$610K 0.14%
4,483
159
$603K 0.14%
25,628
-3,566
160
$589K 0.13%
5,349
+2,590
161
$586K 0.13%
17,510
162
$575K 0.13%
2,290
163
$566K 0.13%
8,270
164
$563K 0.13%
4,515
165
$558K 0.13%
8,610
166
$539K 0.12%
2,107
167
$535K 0.12%
7,161
168
$526K 0.12%
16,500
169
$526K 0.12%
15,448
-751
170
$524K 0.12%
11,000
171
$515K 0.12%
6,489
172
$505K 0.11%
11,725
173
$494K 0.11%
3,042
174
$468K 0.11%
+5,574
175
$460K 0.1%
8,000
5 6
7
8 9