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
$1.33B
AUM Growth
+$90.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$7.99M
3
+$7.17M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.83M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$4.35M

Top Sells

1
+$6.8M
2
+$3.85M
3
+$2.52M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$2.45M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.23M

Sector Composition

1 Financials 13.38%
2 Healthcare 8.33%
3 Technology 8.21%
4 Industrials 7%
5 Consumer Staples 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.4M 4.31%
999,209
-42,624
2
$42.3M 3.17%
144,302
-13,152
3
$32.3M 2.42%
241,129
+4,115
4
$28M 2.1%
311,882
+88,877
5
$26.9M 2.02%
333,201
-84,305
6
$26.3M 1.98%
167,433
-5,177
7
$24.8M 1.86%
501,440
+11,184
8
$21.4M 1.6%
225,640
+720
9
$21.1M 1.58%
188,776
+10,316
10
$21M 1.58%
395,410
+91,065
11
$19.4M 1.46%
152,681
-7,825
12
$18.9M 1.42%
70,152
+14,950
13
$18.7M 1.4%
114,317
+578
14
$17.9M 1.34%
272,330
+64,876
15
$17.6M 1.32%
421,155
+32,347
16
$16.2M 1.21%
44,471
+1,701
17
$15.1M 1.14%
315,917
+31,709
18
$14.6M 1.1%
59,808
+2,984
19
$14.3M 1.07%
102,372
+760
20
$14.1M 1.06%
81,289
+5,529
21
$13.9M 1.04%
92,317
-1,806
22
$13.3M 1%
98,224
+1,287
23
$13M 0.97%
104,085
+4,603
24
$12.6M 0.95%
296,372
+29,687
25
$12.3M 0.92%
140,840
+3,651
1
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