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
$316M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.97M
3
+$1.55M
4
HSTM icon
HealthStream
HSTM
+$1.52M
5
MSFT icon
Microsoft
MSFT
+$1.49M

Top Sells

1
+$1.31M
2
+$1.22M
3
+$810K
4
PG icon
Procter & Gamble
PG
+$739K
5
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$622K

Sector Composition

1 Healthcare 14.52%
2 Financials 13.55%
3 Technology 11.68%
4 Industrials 9.77%
5 Consumer Staples 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$227K 0.07%
3,376
+85
202
$222K 0.07%
7,146
-84
203
$222K 0.07%
5,601
204
$221K 0.07%
985
205
$220K 0.07%
+6,365
206
$219K 0.07%
+7,340
207
$215K 0.07%
+7,875
208
$214K 0.07%
+7,508
209
$212K 0.07%
1,883
210
$211K 0.07%
2,465
211
$209K 0.07%
+3,055
212
$209K 0.07%
5,432
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213
$208K 0.07%
8,000
214
$206K 0.07%
+2,130
215
$205K 0.07%
1
216
$204K 0.06%
+3,425
217
$204K 0.06%
2,102
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218
$202K 0.06%
6,892
219
$200K 0.06%
3,471
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220
$116K 0.04%
750
221
$88K 0.03%
16,000
222
$38K 0.01%
611
+492
223
$31K 0.01%
450
224
$27K 0.01%
1,348
225
$26K 0.01%
2,857
6 7 8
9
10