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
$444M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$851K
3
+$841K
4
SYY icon
Sysco
SYY
+$723K
5
PG icon
Procter & Gamble
PG
+$691K

Top Sells

1
+$1.41M
2
+$1.19M
3
+$312K
4
ESV
Ensco Rowan plc
ESV
+$287K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$226K

Sector Composition

1 Healthcare 12.62%
2 Financials 11.99%
3 Technology 10.35%
4 Consumer Staples 9.99%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$334K 0.08%
1,260
202
$325K 0.07%
3,865
203
$324K 0.07%
5,593
204
$320K 0.07%
2,451
205
$318K 0.07%
23,463
206
$315K 0.07%
3,793
207
$315K 0.07%
3,664
208
$315K 0.07%
2,655
209
$309K 0.07%
2,932
210
$306K 0.07%
3,790
211
$302K 0.07%
+3,745
212
$299K 0.07%
2,849
213
$295K 0.07%
6,740
214
$293K 0.07%
4,270
215
$291K 0.07%
2,955
216
$284K 0.06%
+2,312
217
$280K 0.06%
7,616
218
$277K 0.06%
6,405
219
$269K 0.06%
1,470
220
$269K 0.06%
14,615
221
$264K 0.06%
3,456
222
$259K 0.06%
2,730
223
$256K 0.06%
4,192
+578
224
$256K 0.06%
4,430
225
$254K 0.06%
2,975
7 8
9
10 11