PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$435M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.66M
3
+$1.31M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.26M
5
KSS icon
Kohl's
KSS
+$1.19M

Top Sells

1
+$1.68M
2
+$1.31M
3
+$570K
4
AME icon
Ametek
AME
+$524K
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$475K

Sector Composition

1 Healthcare 13.15%
2 Financials 11.99%
3 Technology 10.46%
4 Consumer Staples 9.46%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$415K 0.1%
4,540
+43
177
$414K 0.1%
5,659
-837
178
$393K 0.09%
10,075
-1,800
179
$390K 0.09%
11,590
-2,594
180
$383K 0.09%
6,288
-1,680
181
$382K 0.09%
11,294
-1,447
182
$382K 0.09%
15,000
-3,851
183
$381K 0.09%
1,069
-110
184
$371K 0.09%
+4,874
185
$370K 0.09%
41,760
-5,550
186
$366K 0.08%
3,880
-150
187
$365K 0.08%
+7,300
188
$364K 0.08%
1,970
-50
189
$364K 0.08%
8,530
-220
190
$356K 0.08%
4,310
+102
191
$356K 0.08%
+1,892
192
$337K 0.08%
4,682
-943
193
$334K 0.08%
1,260
+61
194
$331K 0.08%
5,720
195
$325K 0.07%
3,865
-995
196
$324K 0.07%
5,593
-945
197
$320K 0.07%
2,451
198
$318K 0.07%
23,463
-2,056
199
$315K 0.07%
+3,793
200
$315K 0.07%
+3,664
6 7
8
9 10