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
$1.06B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.43M
3
+$4.46M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.89M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.17M

Top Sells

1
+$16.6M
2
+$6.4M
3
+$2.81M
4
CELG
Celgene Corp
CELG
+$2.5M
5
T icon
AT&T
T
+$2.33M

Sector Composition

1 Financials 13.74%
2 Healthcare 9.69%
3 Technology 7.66%
4 Industrials 6.89%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48M 4.55%
1,042,187
-6,295
2
$43.8M 4.15%
561,814
+164,880
3
$29.4M 2.78%
117,460
+8,270
4
$23.7M 2.24%
232,959
+9,762
5
$23.1M 2.19%
176,792
-7,230
6
$18.6M 1.76%
167,760
+592
7
$18.1M 1.72%
460,088
+25,828
8
$16.5M 1.57%
169,493
+14,425
9
$16.1M 1.53%
214,960
+4,200
10
$14.3M 1.35%
106,428
-1,372
11
$14.1M 1.33%
275,395
-20,304
12
$13.6M 1.28%
54,441
+3,848
13
$13.4M 1.26%
103,475
+3,769
14
$12.9M 1.22%
348,505
-20,055
15
$12.7M 1.2%
270,717
+16,322
16
$12.1M 1.14%
96,954
+4,023
17
$11.9M 1.13%
51,719
+11,911
18
$11.4M 1.08%
141,390
-14,288
19
$10.9M 1.03%
85,247
+24,852
20
$10.8M 1.02%
191,661
+36,183
21
$10.4M 0.98%
95,197
+3,173
22
$10.2M 0.96%
148,933
+1,873
23
$10.1M 0.96%
193,380
+12,380
24
$10M 0.95%
38,368
-198
25
$9.76M 0.92%
73,931
+5,298
1
2 3 4 5