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
$779M
AUM Growth
+$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$57.5M
2
+$22.8M
3
+$20.2M
4
KO icon
Coca-Cola
KO
+$5.35M
5
XOM icon
Exxon Mobil
XOM
+$3.28M

Top Sells

1
+$28M
2
+$7.42M
3
+$2.03M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.85M
5
DD
Du Pont De Nemours E I
DD
+$1.77M

Sector Composition

1 Financials 19.09%
2 Healthcare 9.24%
3 Technology 7.8%
4 Consumer Staples 7.3%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$74.5M 9.56%
1,112,747
+858,514
2
$25.4M 3.26%
203,280
+182,568
3
$24.7M 3.17%
98,490
-7,060
4
$21M 2.69%
176,895
+170,405
5
$14.9M 1.92%
200,395
-333
6
$14.2M 1.82%
173,464
+40,005
7
$13.5M 1.73%
350,192
-45,524
8
$12.2M 1.57%
271,619
+118,810
9
$11.2M 1.44%
76,245
+468
10
$10.7M 1.37%
277,369
-16,492
11
$10.6M 1.35%
81,215
+2,177
12
$10.1M 1.29%
105,232
+1,907
13
$10M 1.29%
113,039
+1,932
14
$9.86M 1.26%
83,875
+13,723
15
$9.81M 1.26%
31,605
+4,355
16
$9.68M 1.24%
141,381
-370
17
$9.51M 1.22%
321,568
+59,842
18
$8.83M 1.13%
183,720
-36,800
19
$8.29M 1.06%
150,407
+18
20
$8.04M 1.03%
72,158
+632
21
$7.94M 1.02%
61,314
-761
22
$7.84M 1.01%
205,988
+4,503
23
$7.82M 1%
218,570
-7,915
24
$7.64M 0.98%
92,948
+188
25
$7.33M 0.94%
37,418
-4,948
1
2 3 4 5