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
$435M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.66M
3
+$1.31M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.26M
5
KSS icon
Kohl's
KSS
+$1.19M

Top Sells

1
+$1.68M
2
+$1.31M
3
+$570K
4
AME icon
Ametek
AME
+$524K
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$475K

Sector Composition

1 Healthcare 13.15%
2 Financials 11.99%
3 Technology 10.46%
4 Consumer Staples 9.46%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$315K 0.07%
2,655
-16
202
$309K 0.07%
+2,932
203
$306K 0.07%
3,790
-325
204
$306K 0.07%
2,759
-475
205
$299K 0.07%
2,849
-52
206
$295K 0.07%
6,740
-860
207
$293K 0.07%
4,270
208
$291K 0.07%
2,955
209
$280K 0.06%
7,616
-718
210
$277K 0.06%
6,405
211
$274K 0.06%
3,806
+148
212
$273K 0.06%
2,654
-2,998
213
$269K 0.06%
1,470
-575
214
$269K 0.06%
14,615
-4,600
215
$267K 0.06%
3,614
216
$264K 0.06%
3,456
-173
217
$259K 0.06%
+2,730
218
$256K 0.06%
+4,430
219
$254K 0.06%
2,975
-605
220
$254K 0.06%
+3,423
221
$253K 0.06%
+5,234
222
$253K 0.06%
+3,250
223
$251K 0.06%
1,134
+100
224
$250K 0.06%
3,945
225
$249K 0.06%
5,530
-1,850
7 8
9
10 11