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
$985M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.13M
3
+$3.48M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.23M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.23M

Top Sells

1
+$5.33M
2
+$5.19M
3
+$3.45M
4
AMT icon
American Tower
AMT
+$2M
5
QCOM icon
Qualcomm
QCOM
+$1.93M

Sector Composition

1 Financials 16.88%
2 Healthcare 8.5%
3 Technology 7.36%
4 Industrials 7%
5 Consumer Staples 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.46M 0.15%
9,150
+50
152
$1.42M 0.14%
21,142
-5,256
153
$1.41M 0.14%
19,255
154
$1.39M 0.14%
10,143
+48
155
$1.38M 0.14%
13,642
+561
156
$1.33M 0.14%
10,288
157
$1.33M 0.14%
17,919
-1,639
158
$1.31M 0.13%
29,182
-1,120
159
$1.28M 0.13%
9,896
+1,941
160
$1.27M 0.13%
16,414
161
$1.26M 0.13%
16,536
+6,356
162
$1.26M 0.13%
61,877
+877
163
$1.2M 0.12%
14,196
164
$1.17M 0.12%
23,696
+3,776
165
$1.16M 0.12%
47,524
+217
166
$1.16M 0.12%
13,227
+782
167
$1.15M 0.12%
6,559
+287
168
$1.1M 0.11%
6,892
-1,163
169
$1.08M 0.11%
26,016
-10,096
170
$1.06M 0.11%
9,016
+1,289
171
$1.02M 0.1%
55,191
+225
172
$1.01M 0.1%
3,999
+18
173
$987K 0.1%
14,215
-3,394
174
$954K 0.1%
24,604
+996
175
$930K 0.09%
8,950
+2,479
5 6
7
8 9