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
$318M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.88M
3
+$1.82M
4
C icon
Citigroup
C
+$1.36M
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$1.23M

Top Sells

1
+$4.07M
2
+$1.97M
3
+$655K
4
WFM
Whole Foods Market Inc
WFM
+$638K
5
DVY icon
iShares Select Dividend ETF
DVY
+$477K

Sector Composition

1 Financials 14.47%
2 Healthcare 13.72%
3 Technology 12.05%
4 Industrials 9.58%
5 Consumer Staples 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$286K 0.09%
+11,712
177
$273K 0.09%
15,982
178
$272K 0.09%
+3,331
179
$270K 0.08%
9,420
+690
180
$267K 0.08%
+1,260
181
$267K 0.08%
3,165
+35
182
$266K 0.08%
4,295
+200
183
$260K 0.08%
938
184
$257K 0.08%
3,080
+110
185
$257K 0.08%
7,380
186
$256K 0.08%
3,182
187
$256K 0.08%
3,350
188
$256K 0.08%
6,399
-624
189
$254K 0.08%
2,345
+165
190
$253K 0.08%
4,220
+195
191
$253K 0.08%
9,337
192
$251K 0.08%
3,541
+165
193
$250K 0.08%
+4,860
194
$249K 0.08%
16,092
-200
195
$248K 0.08%
+2,491
196
$245K 0.08%
4,000
+185
197
$244K 0.08%
+2,650
198
$243K 0.08%
5,430
-1,500
199
$242K 0.08%
15,146
-2,050
200
$241K 0.08%
+5,105
6 7
8
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