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
$201M
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.14M
3
+$698K
4
LVS icon
Las Vegas Sands
LVS
+$673K
5
T icon
AT&T
T
+$672K

Top Sells

1
+$1.21M
2
+$1.07M
3
+$968K
4
COST icon
Costco
COST
+$870K
5
V icon
Visa
V
+$701K

Sector Composition

1 Financials 13.95%
2 Healthcare 12.13%
3 Technology 11.25%
4 Consumer Staples 9.59%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4K ﹤0.01%
200
202
$4K ﹤0.01%
43
203
$4K ﹤0.01%
140
204
$4K ﹤0.01%
90
205
$4K ﹤0.01%
440
206
$4K ﹤0.01%
39
+18
207
$3K ﹤0.01%
180
208
$3K ﹤0.01%
150
209
$3K ﹤0.01%
133
210
$3K ﹤0.01%
90
211
$3K ﹤0.01%
+410
212
$3K ﹤0.01%
+220
213
$3K ﹤0.01%
400
214
$2K ﹤0.01%
60
-90
215
$2K ﹤0.01%
60
216
$2K ﹤0.01%
360
217
$1K ﹤0.01%
+1,889
218
$1K ﹤0.01%
942
-26,151
219
$1K ﹤0.01%
23
220
– –
-5,204
221
– –
-2,780
222
– –
-4,071
223
– –
-16,250
224
– –
-24,192
225
– –
-10,195
6 7 8
9
10