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
$3.2B
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.88M
3
+$8.23M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$7.72M
5
UNH icon
UnitedHealth
UNH
+$7.22M

Top Sells

1
+$6.69M
2
+$6.49M
3
+$5.63M
4
INTC icon
Intel
INTC
+$5.49M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.97M

Sector Composition

1 Financials 13.99%
2 Technology 13.1%
3 Healthcare 10.47%
4 Industrials 7.18%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.75M 0.05%
9,274
+513
202
$1.74M 0.05%
24,077
203
$1.67M 0.05%
7,224
+1,161
204
$1.65M 0.05%
29,668
+3,700
205
$1.64M 0.05%
2,889
+5
206
$1.62M 0.05%
9,777
+118
207
$1.6M 0.05%
14,062
+1,042
208
$1.58M 0.05%
10,750
-10
209
$1.57M 0.05%
24,769
-458
210
$1.56M 0.05%
26,047
+2,851
211
$1.5M 0.05%
5,990
-28
212
$1.48M 0.05%
3,581
+56
213
$1.45M 0.05%
24,851
+7
214
$1.44M 0.04%
18,316
+2,599
215
$1.44M 0.04%
10,517
-24
216
$1.42M 0.04%
9,043
+184
217
$1.4M 0.04%
27,003
-497
218
$1.37M 0.04%
5,137
+154
219
$1.35M 0.04%
35,815
220
$1.32M 0.04%
19,413
-1,440
221
$1.3M 0.04%
37,245
+868
222
$1.28M 0.04%
2,768
+1,010
223
$1.24M 0.04%
14,500
224
$1.21M 0.04%
14,242
+2,856
225
$1.18M 0.04%
11,060
+5,217
7 8
9
10 11