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
$262M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.02M
3
+$555K
4
PII icon
Polaris
PII
+$540K
5
BIDU icon
Baidu
BIDU
+$536K

Top Sells

1
+$1.72M
2
+$690K
3
+$638K
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$349K
5
INTC icon
Intel
INTC
+$267K

Sector Composition

1 Financials 13.52%
2 Healthcare 12.9%
3 Technology 12.23%
4 Industrials 9.27%
5 Energy 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$215K 0.08%
5,355
-55
177
$213K 0.08%
13,050
-3,990
178
$213K 0.08%
2,349
-214
179
$210K 0.08%
+1,475
180
$208K 0.08%
+2,113
181
$207K 0.08%
+1
182
$206K 0.08%
8,000
183
$206K 0.08%
6,145
-350
184
$205K 0.08%
7,040
-666
185
$202K 0.08%
+5,580
186
$197K 0.08%
11,990
187
$169K 0.06%
11,431
+700
188
$118K 0.05%
910
189
$42K 0.02%
1,388
-5,915
190
$27K 0.01%
760
191
$27K 0.01%
2,857
192
$16K 0.01%
460
193
$16K 0.01%
210
194
$14K 0.01%
220
195
$11K ﹤0.01%
182
196
$9K ﹤0.01%
82
197
$9K ﹤0.01%
378
198
$6K ﹤0.01%
128
199
$5K ﹤0.01%
43
200
– –
0
5 6 7
8
9