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
$316M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.97M
3
+$1.55M
4
HSTM icon
HealthStream
HSTM
+$1.52M
5
MSFT icon
Microsoft
MSFT
+$1.49M

Top Sells

1
+$1.31M
2
+$1.22M
3
+$810K
4
PG icon
Procter & Gamble
PG
+$739K
5
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$622K

Sector Composition

1 Healthcare 14.52%
2 Financials 13.55%
3 Technology 11.68%
4 Industrials 9.77%
5 Consumer Staples 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3M 3.57%
207,438
-9,363
2
$8.22M 2.6%
129,448
+11,161
3
$7.45M 2.36%
237,468
-500
4
$6.37M 2.02%
70,231
-2,056
5
$6.07M 1.92%
29,480
+4,013
6
$5.59M 1.77%
126,713
+33,790
7
$5.27M 1.67%
41,400
+6,137
8
$5.26M 1.67%
242,440
-5,400
9
$4.96M 1.57%
59,656
-300
10
$4.64M 1.47%
38,022
-3,035
11
$4.63M 1.47%
82,356
+3,478
12
$4.43M 1.4%
65,316
+184
13
$4.4M 1.39%
37,581
+13,223
14
$4.29M 1.36%
160,760
+1,323
15
$4.25M 1.35%
43,717
+168
16
$4.07M 1.29%
47,775
+118
17
$3.87M 1.23%
127,147
+3,555
18
$3.8M 1.21%
36,274
+2,427
19
$3.75M 1.19%
63,702
+2,432
20
$3.7M 1.17%
37,940
+1,718
21
$3.61M 1.14%
58,750
+995
22
$3.52M 1.11%
56,155
+623
23
$3.5M 1.11%
41,904
+352
24
$3.49M 1.11%
30,588
+1,766
25
$3.47M 1.1%
86,033
-344
1
2 3 4 5