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
$3.72B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$16.3M
3
+$14.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.09M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.48M

Top Sells

1
+$23.6M
2
+$15.6M
3
+$13.2M
4
TJX icon
TJX Companies
TJX
+$11M
5
GS icon
Goldman Sachs
GS
+$7.11M

Sector Composition

1 Technology 15.18%
2 Financials 13.18%
3 Healthcare 11.84%
4 Industrials 7.99%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.94M 0.05%
12,582
-546
202
$1.93M 0.05%
14,080
+37
203
$1.92M 0.05%
8,137
204
$1.82M 0.05%
17,728
-4,137
205
$1.8M 0.05%
93,605
-389
206
$1.78M 0.05%
5,431
-21,738
207
$1.77M 0.05%
9,363
208
$1.77M 0.05%
18,543
209
$1.76M 0.05%
15,890
+159
210
$1.73M 0.05%
26,880
-1,049
211
$1.71M 0.05%
7,490
+1,073
212
$1.69M 0.05%
15,261
+770
213
$1.68M 0.05%
7,437
214
$1.62M 0.04%
28,918
+973
215
$1.6M 0.04%
8,226
-1,479
216
$1.58M 0.04%
7,017
+45
217
$1.55M 0.04%
5,447
+91
218
$1.52M 0.04%
24,070
-35
219
$1.48M 0.04%
30,365
+3,352
220
$1.42M 0.04%
3,085
+300
221
$1.39M 0.04%
18,019
+458
222
$1.38M 0.04%
4,813
+635
223
$1.37M 0.04%
10,239
-20,539
224
$1.36M 0.04%
36,491
+826
225
$1.35M 0.04%
10,946
7 8
9
10 11