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
$318M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.88M
3
+$1.82M
4
C icon
Citigroup
C
+$1.36M
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$1.23M

Top Sells

1
+$4.07M
2
+$1.97M
3
+$655K
4
WFM
Whole Foods Market Inc
WFM
+$638K
5
DVY icon
iShares Select Dividend ETF
DVY
+$477K

Sector Composition

1 Financials 14.47%
2 Healthcare 13.72%
3 Technology 12.05%
4 Industrials 9.58%
5 Consumer Staples 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.5M 3.62%
232,344
+24,906
2
$7.96M 2.5%
138,880
+9,432
3
$7.61M 2.39%
276,016
+38,548
4
$6.67M 2.1%
148,584
+21,871
5
$6.39M 2.01%
84,479
+24,823
6
$6.12M 1.93%
239,260
-3,180
7
$5.93M 1.86%
48,297
+6,897
8
$5.63M 1.77%
29,400
-80
9
$5.5M 1.73%
174,880
+14,120
10
$5.26M 1.65%
67,961
-2,270
11
$4.91M 1.54%
50,441
+18,680
12
$4.67M 1.47%
75,972
+10,656
13
$4.58M 1.44%
39,503
+1,481
14
$4.56M 1.43%
148,997
+21,850
15
$4.5M 1.41%
47,556
+9,616
16
$4.39M 1.38%
85,421
+3,065
17
$4.28M 1.35%
173,447
+48,671
18
$3.97M 1.25%
43,986
+269
19
$3.8M 1.2%
38,724
+1,143
20
$3.77M 1.19%
38,938
+2,664
21
$3.65M 1.15%
35,316
+4,728
22
$3.61M 1.13%
67,718
+4,016
23
$3.54M 1.11%
87,152
+16,089
24
$3.52M 1.11%
80,141
+15,406
25
$3.44M 1.08%
47,636
+9,085
1
2 3 4 5