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
$251M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$883K
3
+$761K
4
JAH
JARDEN CORPORATION
JAH
+$718K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$689K

Top Sells

1
+$1.71M
2
+$667K
3
+$624K
4
DDD icon
3D Systems Corp
DDD
+$571K
5
AFL icon
Aflac
AFL
+$408K

Sector Composition

1 Financials 13.99%
2 Technology 12.15%
3 Healthcare 11.81%
4 Energy 10.46%
5 Industrials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.97M 3.57%
227,325
+3,650
2
$5.6M 2.23%
55,619
+209
3
$5.24M 2.09%
225,592
+19,092
4
$4.9M 1.95%
169,263
+7,057
5
$4.56M 1.81%
79,088
+4,505
6
$4.49M 1.79%
145,253
+7,097
7
$4.29M 1.71%
62,687
+8,352
8
$4.18M 1.66%
21,357
-3,190
9
$4.14M 1.65%
73,363
-1,017
10
$4.11M 1.64%
51,949
-1,413
11
$3.98M 1.59%
38,043
-6,372
12
$3.92M 1.56%
74,651
+5,091
13
$3.88M 1.54%
30,799
+1,256
14
$3.82M 1.52%
44,544
+4,331
15
$3.8M 1.51%
42,913
-1,849
16
$3.8M 1.51%
91,183
+3,067
17
$3.78M 1.5%
232,620
+17,040
18
$3.54M 1.41%
87,348
-4,071
19
$3.46M 1.38%
39,028
-245
20
$3.43M 1.37%
41,934
+3,135
21
$3.41M 1.36%
43,331
+6,879
22
$3.14M 1.25%
31,508
-336
23
$3.13M 1.24%
34,988
-2,440
24
$3.12M 1.24%
17,995
+51
25
$3.11M 1.24%
42,851
+1,065
1
2 3 4 5