PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.84B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$6.1M
3
+$4.82M
4
CVS icon
CVS Health
CVS
+$3.44M
5
AMGN icon
Amgen
AMGN
+$2.34M

Top Sells

1
+$26.4M
2
+$7.71M
3
+$4.93M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.57M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.2M

Sector Composition

1 Technology 10.86%
2 Financials 10.13%
3 Healthcare 8.63%
4 Industrials 7.05%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.05M 0.11%
23,864
-1,000
152
$2.04M 0.11%
34,576
-127
153
$2.03M 0.11%
94,988
-1,041
154
$1.99M 0.11%
39,813
-17
155
$1.99M 0.11%
38,110
156
$1.98M 0.11%
60,526
-341
157
$1.91M 0.1%
37,937
+462
158
$1.91M 0.1%
11,503
+1,360
159
$1.88M 0.1%
26,841
+35
160
$1.86M 0.1%
32,364
-24,703
161
$1.77M 0.1%
29,648
-316
162
$1.74M 0.09%
150,635
+8,960
163
$1.73M 0.09%
34,758
-10,819
164
$1.7M 0.09%
20,276
-2,150
165
$1.67M 0.09%
83,181
166
$1.62M 0.09%
37,629
-606
167
$1.62M 0.09%
45,037
+3,747
168
$1.6M 0.09%
17,375
-6,149
169
$1.6M 0.09%
6,897
-429
170
$1.5M 0.08%
15,693
-483
171
$1.5M 0.08%
24,326
-2,011
172
$1.5M 0.08%
27,215
+4,741
173
$1.44M 0.08%
2,945
-178
174
$1.33M 0.07%
25,483
+95
175
$1.28M 0.07%
24,279
-355
5 6
7
8 9