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
$2.81B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.97M
3
+$9.17M
4
KO icon
Coca-Cola
KO
+$7.21M
5
NOW icon
ServiceNow
NOW
+$6.46M

Top Sells

1
+$14.1M
2
+$7.95M
3
+$6.94M
4
CSCO icon
Cisco
CSCO
+$4.84M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$4.69M

Sector Composition

1 Technology 13.35%
2 Financials 13.13%
3 Healthcare 11.31%
4 Industrials 7.96%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.92M 0.14%
42,915
+1,029
152
$3.74M 0.13%
85,842
-10,942
153
$3.63M 0.13%
48,542
+395
154
$3.53M 0.13%
50,501
-5,331
155
$3.52M 0.13%
81,148
+1,360
156
$3.5M 0.12%
37,254
+32,821
157
$3.4M 0.12%
22,665
-46,298
158
$3.29M 0.12%
54,440
+95
159
$3.14M 0.11%
109,321
-387
160
$3.11M 0.11%
148,340
-38,259
161
$3.07M 0.11%
11,274
+130
162
$3.02M 0.11%
9,583
+570
163
$2.93M 0.1%
156,073
+10,000
164
$2.92M 0.1%
58,412
+5,666
165
$2.85M 0.1%
28,065
166
$2.69M 0.1%
47,845
+6,120
167
$2.6M 0.09%
28,809
+15,754
168
$2.59M 0.09%
42,742
169
$2.58M 0.09%
35,650
-285
170
$2.58M 0.09%
18,142
+4,773
171
$2.49M 0.09%
38,497
+4,243
172
$2.43M 0.09%
19,133
+4,492
173
$2.42M 0.09%
18,046
-125
174
$2.4M 0.09%
29,988
-213
175
$2.36M 0.08%
33,531
-87
5 6
7
8 9