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
$1.06B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.43M
3
+$4.46M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.89M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.17M

Top Sells

1
+$16.6M
2
+$6.4M
3
+$2.81M
4
CELG
Celgene Corp
CELG
+$2.5M
5
T icon
AT&T
T
+$2.33M

Sector Composition

1 Financials 13.74%
2 Healthcare 9.69%
3 Technology 7.66%
4 Industrials 6.89%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.45M 0.14%
37,333
+809
152
$1.41M 0.13%
8,815
-50
153
$1.39M 0.13%
12,927
-301
154
$1.39M 0.13%
29,817
-275
155
$1.35M 0.13%
26,223
-2,920
156
$1.32M 0.12%
14,196
157
$1.31M 0.12%
15,767
-77,289
158
$1.3M 0.12%
27,228
-3,972
159
$1.28M 0.12%
33,884
+5,368
160
$1.27M 0.12%
42,460
161
$1.24M 0.12%
7,719
+340
162
$1.2M 0.11%
61,000
-877
163
$1.19M 0.11%
690
-16
164
$1.18M 0.11%
15,040
+1,000
165
$1.16M 0.11%
47,117
-2,404
166
$1.14M 0.11%
6,037
-351
167
$1.12M 0.11%
12,114
+74
168
$1.11M 0.11%
21,052
+796
169
$1.1M 0.1%
53,346
+975
170
$1.08M 0.1%
29,706
-4,320
171
$1.07M 0.1%
15,474
-5,168
172
$1.06M 0.1%
6,342
+2,258
173
$1.04M 0.1%
8,719
-4,565
174
$998K 0.09%
15,597
+5,744
175
$995K 0.09%
45,527
-29,480
5 6
7
8 9