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
$444M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1 +$992K
2 +$851K
3 +$841K
4
SYY icon
Sysco
SYY
+$723K
5
PG icon
Procter & Gamble
PG
+$691K

Top Sells

1 +$1.41M
2 +$1.19M
3 +$312K
4
ESV
Ensco Rowan plc
ESV
+$287K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$226K

Sector Composition

1 Healthcare 12.62%
2 Financials 11.99%
3 Technology 10.35%
4 Consumer Staples 9.99%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$455K 0.1%
28,260
177
$438K 0.1%
11,810
178
$433K 0.1%
3,759
179
$432K 0.1%
3,406
180
$420K 0.09%
7,993
181
$417K 0.09%
5,156
182
$415K 0.09%
4,540
183
$414K 0.09%
5,659
184
$406K 0.09%
6,358
+6,033
185
$397K 0.09%
9,745
-7,041
186
$393K 0.09%
10,075
187
$390K 0.09%
11,590
188
$383K 0.09%
6,288
189
$382K 0.09%
11,294
190
$382K 0.09%
15,000
191
$381K 0.09%
1,069
192
$370K 0.08%
41,760
193
$369K 0.08%
1,919
+27
194
$366K 0.08%
3,880
195
$365K 0.08%
7,300
196
$364K 0.08%
1,970
197
$364K 0.08%
8,530
198
$356K 0.08%
4,310
199
$347K 0.08%
6,570
+850
200
$337K 0.08%
4,682