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
$1.19B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.22M
3
+$5.34M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.23M
5
BAC icon
Bank of America
BAC
+$2.8M

Top Sells

1
+$5.07M
2
+$4.14M
3
+$3.56M
4
WFC icon
Wells Fargo
WFC
+$2.13M
5
BP icon
BP
BP
+$1.65M

Sector Composition

1 Financials 15.08%
2 Healthcare 9.21%
3 Technology 7.94%
4 Industrials 7.17%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.73M 0.15%
20,642
+4,228
152
$1.73M 0.14%
12,385
+1,857
153
$1.72M 0.14%
15,507
+2,908
154
$1.69M 0.14%
61,877
155
$1.66M 0.14%
30,092
+228
156
$1.62M 0.14%
42,460
-4,000
157
$1.61M 0.13%
10,248
-515
158
$1.57M 0.13%
36,524
+15,147
159
$1.54M 0.13%
20,420
-722
160
$1.54M 0.13%
29,778
+12,156
161
$1.49M 0.12%
12,929
+1,608
162
$1.42M 0.12%
49,521
+2
163
$1.42M 0.12%
6,388
-176
164
$1.4M 0.12%
706
+169
165
$1.4M 0.12%
9,287
-5,827
166
$1.38M 0.12%
12,040
+7,767
167
$1.33M 0.11%
14,196
168
$1.31M 0.11%
27,449
+1,036
169
$1.3M 0.11%
8,865
-385
170
$1.29M 0.11%
52,371
-2,595
171
$1.26M 0.11%
28,516
+3,124
172
$1.23M 0.1%
7,379
+2
173
$1.23M 0.1%
25,074
-236
174
$1.21M 0.1%
5,868
-42
175
$1.12M 0.09%
20,366
-5,287
5 6
7
8 9