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
$1.84B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$6.1M
3
+$4.82M
4
CVS icon
CVS Health
CVS
+$3.44M
5
AMGN icon
Amgen
AMGN
+$2.34M

Top Sells

1
+$26.4M
2
+$7.71M
3
+$4.93M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.57M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.2M

Sector Composition

1 Technology 10.86%
2 Financials 10.13%
3 Healthcare 8.63%
4 Industrials 7.05%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.28M 0.07%
6,546
-9,372
177
$1.26M 0.07%
21,905
-362
178
$1.22M 0.07%
5,377
-753
179
$1.2M 0.07%
8,057
-738
180
$1.2M 0.07%
33,381
+3,396
181
$1.17M 0.06%
6,148
-4,873
182
$1.16M 0.06%
17,226
183
$1.15M 0.06%
11,614
-981
184
$1.15M 0.06%
12,222
+582
185
$1.15M 0.06%
5,358
+40
186
$1.13M 0.06%
43,632
-312
187
$1.11M 0.06%
17,820
+1
188
$1.1M 0.06%
7,717
+45
189
$1.09M 0.06%
17,491
190
$1.07M 0.06%
24,000
191
$1.06M 0.06%
5,113
+5
192
$1M 0.05%
13,911
193
$949K 0.05%
3,012
194
$949K 0.05%
8,581
-26
195
$926K 0.05%
38,252
-90,766
196
$899K 0.05%
3,571
+1,122
197
$887K 0.05%
24,365
-4,122
198
$884K 0.05%
7,573
+480
199
$870K 0.05%
7,372
+91
200
$807K 0.04%
65,447
+1,527
6 7
8
9 10