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
$444M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$851K
3
+$841K
4
SYY icon
Sysco
SYY
+$723K
5
PG icon
Procter & Gamble
PG
+$691K

Top Sells

1
+$1.41M
2
+$1.19M
3
+$312K
4
ESV
Ensco Rowan plc
ESV
+$287K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$226K

Sector Composition

1 Healthcare 12.62%
2 Financials 11.99%
3 Technology 10.35%
4 Consumer Staples 9.99%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.4M 3.01%
247,243
2
$10.9M 2.45%
50,451
3
$9.99M 2.25%
391,212
+9,472
4
$9.93M 2.24%
181,485
+2,281
5
$9.3M 2.09%
98,387
-157
6
$9.3M 2.09%
245,240
-2,260
7
$7.96M 1.79%
51,169
-348
8
$7.44M 1.68%
130,094
9
$6.01M 1.35%
186,174
-3,090
10
$5.97M 1.34%
42,363
+2
11
$5.95M 1.34%
48,355
12
$5.87M 1.32%
67,778
+7,982
13
$5.86M 1.32%
90,731
-826
14
$5.82M 1.31%
164,304
-1,712
15
$5.77M 1.3%
153,320
+280
16
$5.54M 1.25%
50,529
17
$5.53M 1.24%
90,870
18
$5.5M 1.24%
70,685
-73
19
$5.41M 1.22%
47,914
+2,677
20
$5.24M 1.18%
94,052
-1,167
21
$5.05M 1.14%
107,342
-1,161
22
$5.02M 1.13%
74,708
23
$4.97M 1.12%
55,874
-576
24
$4.85M 1.09%
45,578
-438
25
$4.8M 1.08%
29,233
-92
1
2 3 4 5