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
$201M
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.14M
3
+$698K
4
LVS icon
Las Vegas Sands
LVS
+$673K
5
T icon
AT&T
T
+$672K

Top Sells

1
+$1.21M
2
+$1.07M
3
+$968K
4
COST icon
Costco
COST
+$870K
5
V icon
Visa
V
+$701K

Sector Composition

1 Financials 13.95%
2 Healthcare 12.13%
3 Technology 11.25%
4 Consumer Staples 9.59%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8K ﹤0.01%
190
177
$8K ﹤0.01%
160
178
$8K ﹤0.01%
210
179
$8K ﹤0.01%
470
180
$7K ﹤0.01%
600
181
$7K ﹤0.01%
425
182
$7K ﹤0.01%
1,300
183
$6K ﹤0.01%
81
184
$6K ﹤0.01%
400
185
$6K ﹤0.01%
210
186
$6K ﹤0.01%
25
187
$6K ﹤0.01%
220
188
$6K ﹤0.01%
350
189
$5K ﹤0.01%
650
190
$5K ﹤0.01%
504
191
$5K ﹤0.01%
125
192
$5K ﹤0.01%
114
193
$5K ﹤0.01%
230
194
$5K ﹤0.01%
130
195
$5K ﹤0.01%
203
196
$5K ﹤0.01%
380
197
$5K ﹤0.01%
400
-250
198
$5K ﹤0.01%
350
199
$5K ﹤0.01%
170
200
$5K ﹤0.01%
670
6 7
8
9 10