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
$3.2B
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.88M
3
+$8.23M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$7.72M
5
UNH icon
UnitedHealth
UNH
+$7.22M

Top Sells

1
+$6.69M
2
+$6.49M
3
+$5.63M
4
INTC icon
Intel
INTC
+$5.49M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.97M

Sector Composition

1 Financials 13.99%
2 Technology 13.1%
3 Healthcare 10.47%
4 Industrials 7.18%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.35M 0.14%
11,144
+158
152
$4.18M 0.13%
36,033
-370
153
$4.11M 0.13%
49,143
+285
154
$4.1M 0.13%
17,478
+469
155
$4.08M 0.13%
80,881
+2,031
156
$4.08M 0.13%
219,327
-303,029
157
$3.98M 0.12%
107,980
+7,631
158
$3.96M 0.12%
+45,277
159
$3.8M 0.12%
9,556
+844
160
$3.78M 0.12%
22,116
+272
161
$3.57M 0.11%
13,819
+204
162
$3.54M 0.11%
47,453
-2,547
163
$3.48M 0.11%
35,833
+278
164
$3.44M 0.11%
9,584
+1,140
165
$3.35M 0.1%
88,248
+4,284
166
$3.28M 0.1%
41,761
-6,120
167
$3.22M 0.1%
147,823
-852
168
$3.13M 0.1%
33,744
+109
169
$3.1M 0.1%
19,046
170
$3.06M 0.1%
36,084
-2,500
171
$3M 0.09%
27,899
+6,559
172
$2.92M 0.09%
46,839
-52
173
$2.92M 0.09%
46,823
+2,899
174
$2.89M 0.09%
4,451
+3,193
175
$2.85M 0.09%
24,372
+757
5 6
7
8 9