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
$1.84B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$6.1M
3
+$4.82M
4
CVS icon
CVS Health
CVS
+$3.44M
5
AMGN icon
Amgen
AMGN
+$2.34M

Top Sells

1
+$26.4M
2
+$7.71M
3
+$4.93M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.57M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.2M

Sector Composition

1 Technology 10.86%
2 Financials 10.13%
3 Healthcare 8.63%
4 Industrials 7.05%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$110M 5.96%
356,498
-85,870
2
$70.7M 3.84%
211,046
-23,032
3
$65.5M 3.56%
565,383
-42,609
4
$56.7M 3.08%
269,669
-7,924
5
$40.9M 2.22%
259,980
-2,920
6
$39.2M 2.13%
180,818
-16,437
7
$38.9M 2.11%
170,682
-5,966
8
$28.8M 1.56%
703,406
-39,216
9
$27.3M 1.48%
584,365
+47,561
10
$26.7M 1.45%
133,389
+1,932
11
$25.2M 1.37%
262,188
+6,617
12
$25M 1.36%
80,310
+1,237
13
$24.1M 1.31%
290,869
-4,493
14
$23.5M 1.28%
660,680
+2,323
15
$22.7M 1.23%
59,224
+373
16
$21.6M 1.17%
77,667
+3,624
17
$21.3M 1.16%
411,103
-14,531
18
$21M 1.14%
485,194
-45,365
19
$20M 1.09%
272,740
-480
20
$19.2M 1.04%
301,245
+3,098
21
$18.7M 1.01%
342,940
+2,421
22
$18.6M 1.01%
73,025
+9,197
23
$18.4M 1%
155,933
+4,123
24
$17.5M 0.95%
139,388
+2,104
25
$17.3M 0.94%
291,511
+5,919
1
2 3 4 5