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
$1.06B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.43M
3
+$4.46M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.89M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.17M

Top Sells

1
+$16.6M
2
+$6.4M
3
+$2.81M
4
CELG
Celgene Corp
CELG
+$2.5M
5
T icon
AT&T
T
+$2.33M

Sector Composition

1 Financials 13.74%
2 Healthcare 9.69%
3 Technology 7.66%
4 Industrials 6.89%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$993K 0.09%
32,955
+16,329
177
$980K 0.09%
27,156
-45,935
178
$961K 0.09%
14,057
+619
179
$945K 0.09%
6,699
+864
180
$930K 0.09%
6,215
+109
181
$912K 0.09%
4,078
+1,271
182
$846K 0.08%
54,995
+76
183
$835K 0.08%
10,245
-7,573
184
$827K 0.08%
15,565
185
$821K 0.08%
24,684
-2,765
186
$807K 0.08%
40,954
+6,241
187
$784K 0.07%
+28,510
188
$781K 0.07%
6,417
+2,225
189
$779K 0.07%
14,873
+888
190
$764K 0.07%
8,087
-671
191
$755K 0.07%
4,923
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192
$734K 0.07%
17,200
193
$730K 0.07%
30,649
+4,507
194
$727K 0.07%
+27,954
195
$725K 0.07%
13,410
-10
196
$711K 0.07%
3,145
+243
197
$711K 0.07%
5,593
-917
198
$684K 0.06%
10,110
199
$684K 0.06%
7,438
-870
200
$678K 0.06%
1,726
-86
6 7
8
9 10