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
$262M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.02M
3
+$555K
4
PII icon
Polaris
PII
+$540K
5
BIDU icon
Baidu
BIDU
+$536K

Top Sells

1
+$1.72M
2
+$690K
3
+$638K
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$349K
5
INTC icon
Intel
INTC
+$267K

Sector Composition

1 Financials 13.52%
2 Healthcare 12.9%
3 Technology 12.23%
4 Industrials 9.27%
5 Energy 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.46M 3.23%
234,405
+7,080
2
$5.88M 2.25%
233,620
+8,028
3
$5.63M 2.15%
59,806
+4,187
4
$5.19M 1.98%
73,651
+288
5
$5.04M 1.92%
78,611
+15,924
6
$4.83M 1.84%
165,694
-3,569
7
$4.79M 1.83%
137,597
-7,656
8
$4.66M 1.78%
77,290
-1,798
9
$4.11M 1.57%
20,874
-483
10
$4.1M 1.56%
33,377
+2,578
11
$4.09M 1.56%
88,207
-2,976
12
$4.04M 1.54%
37,880
-163
13
$4.01M 1.53%
53,582
+1,633
14
$3.99M 1.52%
76,910
+2,259
15
$3.94M 1.5%
244,420
+11,800
16
$3.85M 1.47%
43,312
+399
17
$3.82M 1.46%
45,591
+2,260
18
$3.64M 1.39%
42,214
+280
19
$3.57M 1.36%
46,661
+2,117
20
$3.49M 1.33%
39,735
+707
21
$3.43M 1.31%
31,608
+100
22
$3.31M 1.26%
86,520
-828
23
$3.29M 1.25%
18,121
+126
24
$3.19M 1.22%
34,313
-675
25
$3M 1.14%
36,742
-832
1
2 3 4 5