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
$3.72B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$16.3M
3
+$14.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.09M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.48M

Top Sells

1
+$23.6M
2
+$15.6M
3
+$13.2M
4
TJX icon
TJX Companies
TJX
+$11M
5
GS icon
Goldman Sachs
GS
+$7.11M

Sector Composition

1 Technology 15.18%
2 Financials 13.18%
3 Healthcare 11.84%
4 Industrials 7.99%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.75M 0.07%
35,944
-18,023
177
$2.7M 0.07%
27,115
+3,819
178
$2.69M 0.07%
144,701
-6,247
179
$2.67M 0.07%
71,358
+293
180
$2.61M 0.07%
18,028
-2,268
181
$2.58M 0.07%
12,893
+587
182
$2.57M 0.07%
51,073
-4,135
183
$2.57M 0.07%
92,236
+3,519
184
$2.56M 0.07%
16,148
-3,922
185
$2.55M 0.07%
25,997
-661
186
$2.5M 0.07%
29,286
+2,236
187
$2.5M 0.07%
48,397
+7,000
188
$2.46M 0.07%
84,216
+13,016
189
$2.37M 0.06%
45,173
+1,290
190
$2.33M 0.06%
13,610
+460
191
$2.3M 0.06%
17,127
+219
192
$2.29M 0.06%
66,250
-3,360
193
$2.27M 0.06%
12,190
+20
194
$2.26M 0.06%
83,271
+90
195
$2.25M 0.06%
131,317
+104,966
196
$2.17M 0.06%
13,107
-2,122
197
$2.16M 0.06%
23,564
+26
198
$2.13M 0.06%
28,376
-23
199
$1.99M 0.05%
22,607
+4,961
200
$1.97M 0.05%
19,897
+369
6 7
8
9 10