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
$318M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.88M
3
+$1.82M
4
C icon
Citigroup
C
+$1.36M
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$1.23M

Top Sells

1
+$4.07M
2
+$1.97M
3
+$655K
4
WFM
Whole Foods Market Inc
WFM
+$638K
5
DVY icon
iShares Select Dividend ETF
DVY
+$477K

Sector Composition

1 Financials 14.47%
2 Healthcare 13.72%
3 Technology 12.05%
4 Industrials 9.58%
5 Consumer Staples 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$241K 0.08%
2,439
+337
202
$236K 0.07%
+22,920
203
$235K 0.07%
5,490
204
$230K 0.07%
1,670
+90
205
$229K 0.07%
1,115
206
$229K 0.07%
13,252
-1,125
207
$226K 0.07%
+7,655
208
$224K 0.07%
3,600
+175
209
$223K 0.07%
6,925
210
$222K 0.07%
2,640
+175
211
$216K 0.07%
+1,819
212
$213K 0.07%
13,605
213
$213K 0.07%
7,302
+156
214
$212K 0.07%
+605
215
$212K 0.07%
+2,810
216
$210K 0.07%
+1,505
217
$210K 0.07%
5,225
+255
218
$208K 0.07%
+5,785
219
$206K 0.06%
4,595
+365
220
$205K 0.06%
8,000
221
$204K 0.06%
8,220
+345
222
$165K 0.05%
+11,220
223
$150K 0.05%
+2,957
224
$100K 0.03%
750
225
$64K 0.02%
16,000
7 8
9
10 11