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
$4.67B
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.46M
3
+$8.2M
4
ZTS icon
Zoetis
ZTS
+$6.92M
5
FAST icon
Fastenal
FAST
+$4.93M

Top Sells

1
+$9.68M
2
+$8.07M
3
+$6.67M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.21M
5
LLY icon
Eli Lilly
LLY
+$4.96M

Sector Composition

1 Technology 16.6%
2 Financials 13.38%
3 Healthcare 10.95%
4 Industrials 7.37%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.57M 0.06%
16,330
+560
202
$2.57M 0.06%
7,531
+636
203
$2.49M 0.05%
64,203
+492
204
$2.49M 0.05%
11,761
-816
205
$2.46M 0.05%
8,410
+891
206
$2.44M 0.05%
15,116
-157
207
$2.43M 0.05%
84,260
+6,254
208
$2.43M 0.05%
29,455
-2,762
209
$2.41M 0.05%
24,838
-2,055
210
$2.37M 0.05%
26,804
-80
211
$2.32M 0.05%
82,997
212
$2.3M 0.05%
53,886
+300
213
$2.27M 0.05%
66,743
-58,177
214
$2.25M 0.05%
33,308
-149
215
$2.24M 0.05%
114,796
216
$2.22M 0.05%
11,477
+500
217
$2.19M 0.05%
13,987
-54
218
$2.13M 0.05%
8,296
+169
219
$2.05M 0.04%
31,084
220
$2.03M 0.04%
38,230
+6,882
221
$2M 0.04%
10,232
+146
222
$1.98M 0.04%
16,749
+164
223
$1.98M 0.04%
7,526
-36,863
224
$1.97M 0.04%
31,138
-1,234
225
$1.96M 0.04%
46,125
-2,146
7 8
9
10 11