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
$3.2B
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.88M
3
+$8.23M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$7.72M
5
UNH icon
UnitedHealth
UNH
+$7.22M

Top Sells

1
+$6.69M
2
+$6.49M
3
+$5.63M
4
INTC icon
Intel
INTC
+$5.49M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.97M

Sector Composition

1 Financials 13.99%
2 Technology 13.1%
3 Healthcare 10.47%
4 Industrials 7.18%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.69M 0.08%
43,890
+73
177
$2.55M 0.08%
29,902
-283
178
$2.52M 0.08%
18,813
-16
179
$2.49M 0.08%
22,471
180
$2.45M 0.08%
6,969
-43
181
$2.39M 0.07%
28,847
+3,355
182
$2.35M 0.07%
40,891
-1,492
183
$2.28M 0.07%
17,678
+287
184
$2.19M 0.07%
83,181
185
$2.13M 0.07%
42,829
+5,759
186
$2.13M 0.07%
12,426
-1,577
187
$2.12M 0.07%
23,865
-2,847
188
$2.1M 0.07%
30,818
+8,222
189
$2.07M 0.06%
23,745
-564
190
$2.03M 0.06%
3,364
-7
191
$1.96M 0.06%
29,013
-135
192
$1.95M 0.06%
39,856
-25,601
193
$1.94M 0.06%
24,716
-31,125
194
$1.94M 0.06%
22,550
+544
195
$1.84M 0.06%
16,022
-10
196
$1.8M 0.06%
16,977
+35
197
$1.8M 0.06%
45,677
-1,730
198
$1.8M 0.06%
10,332
-82
199
$1.79M 0.06%
6,002
+817
200
$1.75M 0.05%
14,877
-660
6 7
8
9 10