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
$3.72B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$16.3M
3
+$14.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.09M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.48M

Top Sells

1
+$23.6M
2
+$15.6M
3
+$13.2M
4
TJX icon
TJX Companies
TJX
+$11M
5
GS icon
Goldman Sachs
GS
+$7.11M

Sector Composition

1 Technology 15.18%
2 Financials 13.18%
3 Healthcare 11.84%
4 Industrials 7.99%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.34M 0.12%
56,920
+49
152
$4.18M 0.11%
56,659
+32
153
$4.16M 0.11%
121,650
+100,050
154
$4.05M 0.11%
93,481
+14,516
155
$4.05M 0.11%
82,383
+1,008
156
$4.03M 0.11%
57,626
+5,878
157
$3.98M 0.11%
59,545
+963
158
$3.95M 0.11%
+39,540
159
$3.9M 0.1%
48,355
+978
160
$3.8M 0.1%
54,818
+3,823
161
$3.76M 0.1%
42,797
+313
162
$3.68M 0.1%
+83,894
163
$3.61M 0.1%
110,449
-11,116
164
$3.6M 0.1%
57,191
+1,413
165
$3.44M 0.09%
158,253
+3,832
166
$3.31M 0.09%
18,089
+2,078
167
$3.25M 0.09%
146,648
-205,334
168
$3.14M 0.08%
39,128
-3,800
169
$3.06M 0.08%
29,421
+2,926
170
$2.94M 0.08%
45,763
+1,955
171
$2.91M 0.08%
167,020
172
$2.88M 0.08%
19,051
-13,581
173
$2.81M 0.08%
36,836
+943
174
$2.81M 0.08%
33,872
-3,538
175
$2.75M 0.07%
27,688
5 6
7
8 9