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
$1.19B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.22M
3
+$5.34M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.23M
5
BAC icon
Bank of America
BAC
+$2.8M

Top Sells

1
+$5.07M
2
+$4.14M
3
+$3.56M
4
WFC icon
Wells Fargo
WFC
+$2.13M
5
BP icon
BP
BP
+$1.65M

Sector Composition

1 Financials 15.08%
2 Healthcare 9.21%
3 Technology 7.94%
4 Industrials 7.17%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.1M 0.09%
6,106
+152
177
$1.07M 0.09%
20,256
-820
178
$1.06M 0.09%
14,040
179
$1.04M 0.09%
5,089
+579
180
$1.01M 0.08%
13,414
+3,698
181
$993K 0.08%
5,835
-102
182
$993K 0.08%
6,510
+150
183
$986K 0.08%
11,183
+800
184
$980K 0.08%
13,438
+299
185
$974K 0.08%
54,919
+1,485
186
$940K 0.08%
8,758
-3
187
$916K 0.08%
4,084
+78
188
$880K 0.07%
16,988
+6,710
189
$864K 0.07%
15,565
190
$854K 0.07%
1,812
-128
191
$847K 0.07%
35,509
+14,311
192
$829K 0.07%
24,000
193
$815K 0.07%
25,206
+1,793
194
$803K 0.07%
+29,532
195
$800K 0.07%
+10,110
196
$800K 0.07%
8,412
-188
197
$784K 0.07%
2,902
+95
198
$763K 0.06%
14,145
+5,982
199
$763K 0.06%
13,420
+10
200
$761K 0.06%
19,056
-160
6 7
8
9 10