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
$2.81B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.97M
3
+$9.17M
4
KO icon
Coca-Cola
KO
+$7.21M
5
NOW icon
ServiceNow
NOW
+$6.46M

Top Sells

1
+$14.1M
2
+$7.95M
3
+$6.94M
4
CSCO icon
Cisco
CSCO
+$4.84M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$4.69M

Sector Composition

1 Technology 13.35%
2 Financials 13.13%
3 Healthcare 11.31%
4 Industrials 7.96%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.33M 0.08%
31,195
+2,159
177
$2.29M 0.08%
35,370
-637
178
$2.29M 0.08%
23,870
+240
179
$2.28M 0.08%
31,834
-10,741
180
$2.2M 0.08%
47,566
+22
181
$2.19M 0.08%
40,608
-8,084
182
$2.13M 0.08%
+23,207
183
$2.12M 0.08%
20,796
-573
184
$2.12M 0.08%
22,006
+951
185
$2.09M 0.07%
27,671
-1,427
186
$1.99M 0.07%
60,430
-75
187
$1.94M 0.07%
24,285
+1,124
188
$1.93M 0.07%
15,212
+516
189
$1.92M 0.07%
25,134
+772
190
$1.9M 0.07%
38,131
+8,680
191
$1.85M 0.07%
10,580
+45
192
$1.83M 0.07%
19,393
-555
193
$1.82M 0.06%
37,142
+7,060
194
$1.81M 0.06%
83,181
195
$1.76M 0.06%
10,410
+1,229
196
$1.74M 0.06%
16,031
-6,532
197
$1.72M 0.06%
11,178
+1,718
198
$1.71M 0.06%
11,901
-32
199
$1.66M 0.06%
30,025
+4,419
200
$1.66M 0.06%
17,158
+181
6 7
8
9 10