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
$287M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.18M
3
+$1.09M
4
HSTM icon
HealthStream
HSTM
+$982K
5
ESV
Ensco Rowan plc
ESV
+$835K

Top Sells

1
+$944K
2
+$898K
3
+$637K
4
DO
Diamond Offshore Drilling
DO
+$631K
5
EOG icon
EOG Resources
EOG
+$575K

Sector Composition

1 Financials 13.17%
2 Healthcare 13.11%
3 Technology 12.45%
4 Industrials 8.91%
5 Consumer Staples 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$202K 0.07%
+2,395
202
$202K 0.07%
5,580
203
$201K 0.07%
+6,875
204
$163K 0.06%
10,475
-956
205
$130K 0.05%
910
206
$36K 0.01%
1,388
207
$36K 0.01%
760
208
$28K 0.01%
2,857
209
$19K 0.01%
460
210
$16K 0.01%
210
211
$14K ﹤0.01%
220
212
$13K ﹤0.01%
182
213
$11K ﹤0.01%
82
214
$9K ﹤0.01%
378
215
$6K ﹤0.01%
43
216
$5K ﹤0.01%
128
217
– –
0
218
– –
-3,405
219
– –
-5,805
220
– –
-4,100
221
– –
-4,914
222
– –
-3,880
223
– –
-2,871
224
– –
-3,395
5 6 7 8
9