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
$316M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.97M
3
+$1.55M
4
HSTM icon
HealthStream
HSTM
+$1.52M
5
MSFT icon
Microsoft
MSFT
+$1.49M

Top Sells

1
+$1.31M
2
+$1.22M
3
+$810K
4
PG icon
Procter & Gamble
PG
+$739K
5
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$622K

Sector Composition

1 Healthcare 14.52%
2 Financials 13.55%
3 Technology 11.68%
4 Industrials 9.77%
5 Consumer Staples 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$286K 0.09%
4,520
+290
177
$278K 0.09%
4,025
178
$269K 0.09%
+1,115
179
$265K 0.08%
5,144
+320
180
$264K 0.08%
3,710
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181
$263K 0.08%
4,095
+60
182
$263K 0.08%
3,815
+100
183
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3,487
+3,305
184
$257K 0.08%
+5,490
185
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5,203
186
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+3,182
187
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8,730
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188
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6,930
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189
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7,380
190
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12,720
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191
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192
$247K 0.08%
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193
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194
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4,970
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195
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5,322
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196
$239K 0.08%
3,629
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197
$234K 0.07%
+13,605
198
$232K 0.07%
4,230
199
$232K 0.07%
1,480
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200
$231K 0.07%
6,925
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6 7
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