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
$1.84B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$6.1M
3
+$4.82M
4
CVS icon
CVS Health
CVS
+$3.44M
5
AMGN icon
Amgen
AMGN
+$2.34M

Top Sells

1
+$26.4M
2
+$7.71M
3
+$4.93M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.57M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.2M

Sector Composition

1 Technology 10.86%
2 Financials 10.13%
3 Healthcare 8.63%
4 Industrials 7.05%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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206
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40,894
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225
$605K 0.03%
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-39
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9
10 11