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
$201M
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.14M
3
+$698K
4
LVS icon
Las Vegas Sands
LVS
+$673K
5
T icon
AT&T
T
+$672K

Top Sells

1
+$1.21M
2
+$1.07M
3
+$968K
4
COST icon
Costco
COST
+$870K
5
V icon
Visa
V
+$701K

Sector Composition

1 Financials 13.95%
2 Healthcare 12.13%
3 Technology 11.25%
4 Consumer Staples 9.59%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.8M 3.39%
228,259
-16,225
2
$6.06M 3.02%
70,765
-14,152
3
$4.41M 2.19%
281,800
-10,120
4
$4.09M 2.03%
24,327
+4,155
5
$3.94M 1.96%
58,457
+1,421
6
$3.91M 1.94%
75,620
-712
7
$3.9M 1.94%
178,547
+12,808
8
$3.86M 1.92%
48,748
-1,694
9
$3.84M 1.91%
44,273
-1,113
10
$3.82M 1.9%
48,025
-13,423
11
$3.61M 1.8%
84,492
+10,959
12
$3.61M 1.8%
39,888
+12,595
13
$3.39M 1.68%
53,060
-431
14
$3.36M 1.67%
101,321
-719
15
$3.34M 1.66%
145,855
+2,434
16
$3.33M 1.66%
42,734
-719
17
$3.24M 1.61%
45,229
-101
18
$3.2M 1.59%
27,968
-458
19
$3.16M 1.57%
46,569
-1,362
20
$3.07M 1.53%
92,178
+10,816
21
$3.02M 1.5%
34,219
-130
22
$2.99M 1.49%
82,420
-2,618
23
$2.93M 1.46%
172,228
-11,228
24
$2.81M 1.4%
15,846
+110
25
$2.76M 1.37%
35,516
-5,320
1
2 3 4 5