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
$287M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.18M
3
+$1.09M
4
HSTM icon
HealthStream
HSTM
+$982K
5
ESV
Ensco Rowan plc
ESV
+$835K

Top Sells

1
+$944K
2
+$898K
3
+$637K
4
DO
Diamond Offshore Drilling
DO
+$631K
5
EOG icon
EOG Resources
EOG
+$575K

Sector Composition

1 Financials 13.17%
2 Healthcare 13.11%
3 Technology 12.45%
4 Industrials 8.91%
5 Consumer Staples 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.04M 3.16%
228,755
-5,650
2
$6.54M 2.28%
237,028
+3,408
3
$5.55M 1.94%
60,022
+216
4
$5.42M 1.89%
73,916
+265
5
$5.41M 1.89%
88,982
+10,371
6
$5.01M 1.75%
138,156
+559
7
$4.96M 1.73%
24,105
+3,231
8
$4.49M 1.57%
170,286
+4,592
9
$4.31M 1.51%
78,704
+1,794
10
$4.21M 1.47%
46,281
+690
11
$4.18M 1.46%
41,308
-906
12
$4.17M 1.46%
43,785
+473
13
$4.13M 1.44%
88,938
+731
14
$4.12M 1.44%
55,466
+1,884
15
$4.08M 1.42%
33,662
+285
16
$3.98M 1.39%
88,430
+1,910
17
$3.94M 1.37%
62,940
-14,350
18
$3.92M 1.37%
252,460
+8,040
19
$3.91M 1.36%
37,398
-482
20
$3.83M 1.34%
32,117
+509
21
$3.65M 1.27%
40,376
+641
22
$3.56M 1.24%
51,519
+4,858
23
$3.32M 1.16%
20,861
+401
24
$3.27M 1.14%
34,000
+372
25
$3.26M 1.14%
45,101
+1,432
1
2 3 4 5