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
$1.19B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.22M
3
+$5.34M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.23M
5
BAC icon
Bank of America
BAC
+$2.8M

Top Sells

1
+$5.07M
2
+$4.14M
3
+$3.56M
4
WFC icon
Wells Fargo
WFC
+$2.13M
5
BP icon
BP
BP
+$1.65M

Sector Composition

1 Financials 15.08%
2 Healthcare 9.21%
3 Technology 7.94%
4 Industrials 7.17%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$755K 0.06%
8,308
-11,994
202
$751K 0.06%
25,774
-5,382
203
$749K 0.06%
3,113
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204
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34,713
+11,361
205
$743K 0.06%
13,985
-247
206
$742K 0.06%
8,566
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207
$742K 0.06%
13,752
+22
208
$741K 0.06%
32,379
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209
$721K 0.06%
26,142
+1,960
210
$719K 0.06%
9,754
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211
$704K 0.06%
6,244
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212
$685K 0.06%
2,807
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213
$681K 0.06%
4,192
214
$678K 0.06%
17,200
215
$677K 0.06%
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216
$676K 0.06%
14,374
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217
$669K 0.06%
13,320
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218
$643K 0.05%
7,313
219
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5,658
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220
$632K 0.05%
8,348
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221
$621K 0.05%
9,853
222
$607K 0.05%
3,564
+1,046
223
$597K 0.05%
6,025
-212
224
$574K 0.05%
7,690
+4,468
225
$543K 0.05%
12,135
+128
7 8
9
10 11