PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.96B
This Quarter Return
+1.32%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$299M
AUM Growth
+$299M
(+4.3%)
Cap. Flow
+$13.6M
Cap. Flow
% of AUM
4.57%
Top 10 Holdings %
Top 10 Hldgs %
19.61%
Holding
239
New
22
Increased
101
Reduced
70
Closed
8
Top Buys
| 1 |
Visa
V
|
$1.93M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$1.88M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$684K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$666K |
| 5 |
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
|
$622K |
Top Sells
| 1 |
Booking.com
BKNG
|
$615K |
| 2 |
Alibaba
BABA
|
$593K |
| 3 |
Pinnacle Financial Partners
PNFP
|
$531K |
| 4 |
OILT
OILTANKING PARTNERS L P UIT LTD PARTNERSHIP INT (DE)
OILT
|
$482K |
| 5 |
Intel
INTC
|
$455K |
Sector Composition
| 1 | Healthcare | 13.08% |
| 2 | Financials | 12.69% |
| 3 | Technology | 11.76% |
| 4 | Industrials | 9.35% |
| 5 | Consumer Staples | 8.21% |
