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
$1.45B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$87M
2
+$8.05M
3
+$7.08M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.49M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.73M

Top Sells

1
+$11.6M
2
+$9.49M
3
+$8.73M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.13M
5
AGN
Allergan plc
AGN
+$3.04M

Sector Composition

1 Financials 10.29%
2 Technology 9.98%
3 Healthcare 8.37%
4 Industrials 6.55%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$106M 7.32%
447,020
+367,386
2
$52.7M 3.64%
204,545
-11,117
3
$44M 3.04%
279,193
+12,670
4
$37.8M 2.62%
595,316
+23,512
5
$33M 2.28%
878,197
-232,645
6
$29.4M 2.03%
195,335
+43,087
7
$26.2M 1.81%
167,410
+33,452
8
$25.5M 1.76%
261,860
+18,420
9
$23.1M 1.6%
291,736
-39,573
10
$22.7M 1.57%
681,335
+241,520
11
$22.2M 1.54%
246,997
+39,223
12
$21.8M 1.5%
402,010
+46,685
13
$19.3M 1.34%
77,543
+11,800
14
$19M 1.31%
55,937
+7,081
15
$17.7M 1.22%
109,863
+19,733
16
$17.4M 1.2%
519,324
+210,949
17
$17.3M 1.2%
327,859
-32,169
18
$16.8M 1.16%
192,891
-108,960
19
$16.8M 1.16%
313,643
+36,125
20
$15.7M 1.08%
269,520
+40,260
21
$15.6M 1.08%
157,516
+14,339
22
$14.9M 1.03%
276,580
+33,726
23
$14M 0.97%
106,726
-1,805
24
$14M 0.97%
232,288
+22,388
25
$13.1M 0.9%
108,779
+15,400
1
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