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
$4.67B
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.46M
3
+$8.2M
4
ZTS icon
Zoetis
ZTS
+$6.92M
5
FAST icon
Fastenal
FAST
+$4.93M

Top Sells

1
+$9.68M
2
+$8.07M
3
+$6.67M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.21M
5
LLY icon
Eli Lilly
LLY
+$4.96M

Sector Composition

1 Technology 16.6%
2 Financials 13.38%
3 Healthcare 10.95%
4 Industrials 7.37%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.33M 0.09%
49,728
177
$4.25M 0.09%
51,638
-38
178
$4.08M 0.09%
230,774
-3,479
179
$3.95M 0.08%
6,260
+68
180
$3.94M 0.08%
17,583
+2,130
181
$3.94M 0.08%
47,836
-256
182
$3.88M 0.08%
15,104
-761
183
$3.79M 0.08%
91,004
+42,725
184
$3.71M 0.08%
69,408
-115
185
$3.71M 0.08%
121,060
+10,604
186
$3.69M 0.08%
22,152
+629
187
$3.55M 0.08%
60,673
-641
188
$3.45M 0.07%
11,461
+874
189
$3.27M 0.07%
117,067
-23,983
190
$3.25M 0.07%
14,705
-386
191
$3.2M 0.07%
28,958
192
$3.18M 0.07%
+58,357
193
$3.11M 0.07%
45,942
-143
194
$2.92M 0.06%
45,705
195
$2.89M 0.06%
31,726
-305
196
$2.89M 0.06%
25,482
+2,248
197
$2.8M 0.06%
28,054
+1,241
198
$2.78M 0.06%
66,309
-28,141
199
$2.71M 0.06%
133,848
-8,008
200
$2.61M 0.06%
16,232
+367
6 7
8
9 10