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
$779M
AUM Growth
+$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$57.5M
2
+$22.8M
3
+$20.2M
4
KO icon
Coca-Cola
KO
+$5.35M
5
XOM icon
Exxon Mobil
XOM
+$3.28M

Top Sells

1
+$28M
2
+$7.42M
3
+$2.03M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.85M
5
DD
Du Pont De Nemours E I
DD
+$1.77M

Sector Composition

1 Financials 19.09%
2 Healthcare 9.24%
3 Technology 7.8%
4 Consumer Staples 7.3%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$634K 0.08%
4,793
-465
177
$624K 0.08%
8,860
178
$620K 0.08%
19,300
-328
179
$609K 0.08%
3,561
-665
180
$594K 0.08%
8,354
-1,718
181
$583K 0.07%
4,923
+183
182
$579K 0.07%
10,590
+4,649
183
$547K 0.07%
7,105
184
$540K 0.07%
2,411
185
$512K 0.07%
5,769
186
$509K 0.07%
10,030
187
$504K 0.06%
14,092
-19,935
188
$504K 0.06%
4,769
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189
$491K 0.06%
13,412
-4,192
190
$481K 0.06%
2,782
-2,240
191
$469K 0.06%
5,104
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192
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4,904
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193
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3,950
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194
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6,893
-9,391
195
$454K 0.06%
1,016
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196
$452K 0.06%
10,729
-22,427
197
$450K 0.06%
3,765
-365
198
$443K 0.06%
9,624
-25,984
199
$441K 0.06%
2,952
-160
200
$438K 0.06%
7,313
+7,101
6 7
8
9 10