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
$1.45B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$87M
2
+$8.05M
3
+$7.08M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.49M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.73M

Top Sells

1
+$11.6M
2
+$9.49M
3
+$8.73M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.13M
5
AGN
Allergan plc
AGN
+$3.04M

Sector Composition

1 Financials 10.29%
2 Technology 9.98%
3 Healthcare 8.37%
4 Industrials 6.55%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.22M 0.08%
10,518
+11
177
$1.19M 0.08%
23,819
+5,139
178
$1.19M 0.08%
7,288
-364
179
$1.13M 0.08%
37,323
+10
180
$1.08M 0.07%
22,474
+19,654
181
$1.06M 0.07%
6,912
182
$1.04M 0.07%
3,279
-16
183
$1.04M 0.07%
25,746
+10,726
184
$1.01M 0.07%
12,352
-3,761
185
$1.01M 0.07%
11,004
+838
186
$1M 0.07%
2,282
+83
187
$999K 0.07%
10,330
+1,621
188
$985K 0.07%
28,757
-970
189
$985K 0.07%
7,090
+380
190
$960K 0.07%
9,281
-453
191
$954K 0.07%
3,152
+22
192
$952K 0.07%
17,348
-1,324
193
$939K 0.06%
24,284
-524
194
$895K 0.06%
5,378
-329
195
$879K 0.06%
8,795
+190
196
$877K 0.06%
10,193
+496
197
$869K 0.06%
19,035
+1,008
198
$859K 0.06%
61,716
-234
199
$851K 0.06%
44,529
-2,025
200
$838K 0.06%
19,408
-1,311
6 7
8
9 10