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
$1.19B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.22M
3
+$5.34M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.23M
5
BAC icon
Bank of America
BAC
+$2.8M

Top Sells

1
+$5.07M
2
+$4.14M
3
+$3.56M
4
WFC icon
Wells Fargo
WFC
+$2.13M
5
BP icon
BP
BP
+$1.65M

Sector Composition

1 Financials 15.08%
2 Healthcare 9.21%
3 Technology 7.94%
4 Industrials 7.17%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$63.1M 5.29%
1,048,482
-853
2
$31.7M 2.66%
109,190
+3,828
3
$31M 2.6%
396,934
+181,127
4
$28.7M 2.41%
184,022
+3,691
5
$25.5M 2.14%
223,197
+5,875
6
$24.5M 2.06%
434,260
+31,756
7
$21.2M 1.78%
167,168
+3,209
8
$21.1M 1.77%
210,760
+10,040
9
$19.2M 1.61%
238,218
-51,475
10
$17.5M 1.47%
155,068
+6,753
11
$17.4M 1.46%
107,800
+26,283
12
$15.9M 1.34%
368,560
+55,108
13
$15.7M 1.32%
155,678
+52,978
14
$14.9M 1.25%
295,699
+123,223
15
$13.8M 1.16%
99,706
+810
16
$13.5M 1.13%
50,593
+3,259
17
$13.3M 1.12%
38,566
+1,251
18
$12.9M 1.09%
92,931
+2,437
19
$12.5M 1.05%
147,060
+2,764
20
$12.2M 1.02%
74,059
+290
21
$12M 1.01%
254,395
+7,201
22
$11.3M 0.95%
38,513
+1,206
23
$11.3M 0.94%
92,024
+2,041
24
$11.1M 0.93%
275,250
-1,690
25
$10.9M 0.92%
181,000
+10,940
1
2 3 4 5