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
$287M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.18M
3
+$1.09M
4
HSTM icon
HealthStream
HSTM
+$982K
5
ESV
Ensco Rowan plc
ESV
+$835K

Top Sells

1
+$944K
2
+$898K
3
+$637K
4
DO
Diamond Offshore Drilling
DO
+$631K
5
EOG icon
EOG Resources
EOG
+$575K

Sector Composition

1 Financials 13.17%
2 Healthcare 13.11%
3 Technology 12.45%
4 Industrials 8.91%
5 Consumer Staples 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$264K 0.09%
16,992
177
$260K 0.09%
4,025
178
$257K 0.09%
5,601
179
$255K 0.09%
3,707
180
$255K 0.09%
6,466
+321
181
$251K 0.09%
8,083
-2,250
182
$250K 0.09%
+1,385
183
$242K 0.08%
2,208
+228
184
$242K 0.08%
2,179
+66
185
$240K 0.08%
+2,079
186
$240K 0.08%
+7,700
187
$235K 0.08%
6,510
188
$235K 0.08%
1,580
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189
$228K 0.08%
+3,130
190
$227K 0.08%
3,634
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191
$226K 0.08%
1
192
$221K 0.08%
7,230
+190
193
$217K 0.08%
+8,370
194
$216K 0.08%
+3,500
195
$214K 0.07%
1,883
-100
196
$214K 0.07%
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197
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+2,770
198
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8,000
199
$204K 0.07%
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200
$204K 0.07%
11,990
5 6 7
8
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