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
$779M
AUM Growth
+$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$57.5M
2
+$22.8M
3
+$20.2M
4
KO icon
Coca-Cola
KO
+$5.35M
5
XOM icon
Exxon Mobil
XOM
+$3.28M

Top Sells

1
+$28M
2
+$7.42M
3
+$2.03M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.85M
5
DD
Du Pont De Nemours E I
DD
+$1.77M

Sector Composition

1 Financials 19.09%
2 Healthcare 9.24%
3 Technology 7.8%
4 Consumer Staples 7.3%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$945K 0.12%
6,999
+514
152
$941K 0.12%
22,488
+3,567
153
$938K 0.12%
8,689
+462
154
$919K 0.12%
18,185
+4,208
155
$907K 0.12%
3,825
156
$867K 0.11%
10,244
-330,927
157
$861K 0.11%
31,130
-4,328
158
$860K 0.11%
23,980
-1,556
159
$838K 0.11%
10,494
+492
160
$815K 0.1%
6,789
+340
161
$799K 0.1%
13,994
-1,350
162
$798K 0.1%
13,331
163
$771K 0.1%
15,289
164
$765K 0.1%
35,330
-4,938
165
$758K 0.1%
14,642
+4,218
166
$735K 0.09%
3,587
-4,259
167
$734K 0.09%
5,883
-579
168
$732K 0.09%
28,101
-594
169
$722K 0.09%
24,000
170
$667K 0.09%
5,726
171
$658K 0.08%
7,472
+4,317
172
$657K 0.08%
16,901
173
$653K 0.08%
4,625
-1,489
174
$650K 0.08%
9,853
175
$635K 0.08%
11,051
+42
5 6
7
8 9