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
$779M
AUM Growth
+$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$57.5M
2
+$22.8M
3
+$20.2M
4
KO icon
Coca-Cola
KO
+$5.35M
5
XOM icon
Exxon Mobil
XOM
+$3.28M

Top Sells

1
+$28M
2
+$7.42M
3
+$2.03M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.85M
5
DD
Du Pont De Nemours E I
DD
+$1.77M

Sector Composition

1 Financials 19.09%
2 Healthcare 9.24%
3 Technology 7.8%
4 Consumer Staples 7.3%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$433K 0.06%
16,762
-7,259
202
$415K 0.05%
+6,651
203
$411K 0.05%
7,304
-5
204
$409K 0.05%
5,099
-2,988
205
$408K 0.05%
4,551
-2,231
206
$404K 0.05%
8,577
-13,093
207
$385K 0.05%
2,912
+75
208
$383K 0.05%
2,900
209
$383K 0.05%
12,772
+1,519
210
$370K 0.05%
9,276
-1,260
211
$366K 0.05%
4,754
-384
212
$366K 0.05%
6,448
213
$365K 0.05%
22,165
-18,092
214
$360K 0.05%
2,957
+504
215
$355K 0.05%
19,190
-3,270
216
$355K 0.05%
5,499
-591
217
$354K 0.05%
5,069
218
$353K 0.05%
1,226
-91
219
$342K 0.04%
+3,075
220
$332K 0.04%
7,428
-694
221
$332K 0.04%
3,502
-7,803
222
$329K 0.04%
5,246
223
$323K 0.04%
9,691
-2,979
224
$322K 0.04%
3,521
225
$314K 0.04%
1,795
7 8
9
10 11