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
$2.81B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.97M
3
+$9.17M
4
KO icon
Coca-Cola
KO
+$7.21M
5
NOW icon
ServiceNow
NOW
+$6.46M

Top Sells

1
+$14.1M
2
+$7.95M
3
+$6.94M
4
CSCO icon
Cisco
CSCO
+$4.84M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$4.69M

Sector Composition

1 Technology 13.35%
2 Financials 13.13%
3 Healthcare 11.31%
4 Industrials 7.96%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.63M 0.06%
12,315
-208
202
$1.61M 0.06%
7,195
+66
203
$1.52M 0.05%
6,541
204
$1.51M 0.05%
17,845
+2,202
205
$1.5M 0.05%
12,681
-1,091
206
$1.45M 0.05%
31,724
+7,014
207
$1.44M 0.05%
30,722
208
$1.42M 0.05%
39,573
+61
209
$1.37M 0.05%
39,877
-15,968
210
$1.36M 0.05%
2,810
+61
211
$1.3M 0.05%
18,563
-1,000
212
$1.29M 0.05%
9,477
+22
213
$1.25M 0.04%
31,127
+97
214
$1.23M 0.04%
23,814
-212
215
$1.21M 0.04%
6,161
+270
216
$1.21M 0.04%
38,808
+301
217
$1.2M 0.04%
49,328
-575
218
$1.17M 0.04%
24,090
+13
219
$1.16M 0.04%
5,104
+626
220
$1.15M 0.04%
8,983
+2,346
221
$1.14M 0.04%
10,051
-485
222
$1.14M 0.04%
8,084
+649
223
$1.12M 0.04%
12,486
+545
224
$1.12M 0.04%
2,345
-59
225
$1.1M 0.04%
27,003
7 8
9
10 11