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
$1.45B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$87M
2
+$8.05M
3
+$7.08M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.49M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.73M

Top Sells

1
+$11.6M
2
+$9.49M
3
+$8.73M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.13M
5
AGN
Allergan plc
AGN
+$3.04M

Sector Composition

1 Financials 10.29%
2 Technology 9.98%
3 Healthcare 8.37%
4 Industrials 6.55%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.8M 0.12%
62,805
-2,977
152
$1.76M 0.12%
7,278
+166
153
$1.75M 0.12%
25,212
-5,678
154
$1.72M 0.12%
37,690
155
$1.71M 0.12%
4,563
-3,251
156
$1.65M 0.11%
26,812
157
$1.63M 0.11%
8,171
+69
158
$1.63M 0.11%
16,143
+13,864
159
$1.63M 0.11%
39,796
-1,499
160
$1.61M 0.11%
24,551
+6,171
161
$1.6M 0.11%
34,690
-704
162
$1.58M 0.11%
11,034
-19
163
$1.58M 0.11%
60,261
+957
164
$1.53M 0.11%
34,392
+444
165
$1.52M 0.1%
18,046
166
$1.47M 0.1%
5,190
+92
167
$1.45M 0.1%
61,877
168
$1.42M 0.1%
33,964
+52
169
$1.39M 0.1%
26,250
+170
170
$1.38M 0.1%
80,452
+14,104
171
$1.38M 0.1%
17,839
-3,819
172
$1.37M 0.09%
38,140
+36,415
173
$1.32M 0.09%
97,976
+22,215
174
$1.26M 0.09%
140,106
-10,947
175
$1.25M 0.09%
17,491
-175
5 6
7
8 9