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
$985M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.13M
3
+$3.48M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.23M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.23M

Top Sells

1
+$5.33M
2
+$5.19M
3
+$3.45M
4
AMT icon
American Tower
AMT
+$2M
5
QCOM icon
Qualcomm
QCOM
+$1.93M

Sector Composition

1 Financials 16.88%
2 Healthcare 8.5%
3 Technology 7.36%
4 Industrials 7%
5 Consumer Staples 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67.9M 6.89%
1,057,277
-80,776
2
$29.1M 2.95%
110,639
+9,821
3
$27.5M 2.79%
336,265
-2,760
4
$25.5M 2.59%
187,482
-10,138
5
$20.6M 2.09%
171,666
-519
6
$19.3M 1.96%
211,538
+1,019
7
$16.7M 1.69%
397,224
+17,000
8
$14.6M 1.49%
133,082
+10,349
9
$13.9M 1.41%
192,420
-300
10
$12.5M 1.27%
282,125
+113,227
11
$12.1M 1.22%
231,455
+5,756
12
$11.8M 1.19%
34,819
+2,178
13
$11.5M 1.17%
74,568
+3,335
14
$11.1M 1.13%
86,852
+998
15
$10.8M 1.09%
75,792
+15,004
16
$10.7M 1.08%
152,923
+4,851
17
$10.5M 1.06%
133,411
+52,705
18
$10.4M 1.05%
221,007
+68,753
19
$10.1M 1.02%
135,351
-46,204
20
$9.9M 1%
263,795
+33,750
21
$9.88M 1%
104,363
-9,397
22
$9.87M 1%
86,584
-3,567
23
$9.64M 0.98%
45,041
+2,637
24
$9.29M 0.94%
345,040
+13,449
25
$9.21M 0.93%
175,741
+4,859
1
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