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
$3.2B
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.88M
3
+$8.23M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$7.72M
5
UNH icon
UnitedHealth
UNH
+$7.22M

Top Sells

1
+$6.69M
2
+$6.49M
3
+$5.63M
4
INTC icon
Intel
INTC
+$5.49M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.97M

Sector Composition

1 Financials 13.99%
2 Technology 13.1%
3 Healthcare 10.47%
4 Industrials 7.18%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$155M 4.83%
354,338
+793
2
$140M 4.36%
786,701
+50,022
3
$127M 3.95%
376,381
+24,482
4
$99.8M 3.12%
210,158
+2,449
5
$70.9M 2.21%
742,020
+80,786
6
$61.8M 1.93%
390,252
+18,567
7
$58M 1.81%
115,437
+14,369
8
$53.3M 1.66%
174,397
+1,380
9
$52.8M 1.65%
243,728
+21,341
10
$50.4M 1.57%
302,220
+18,660
11
$47.4M 1.48%
327,300
+31,260
12
$39.8M 1.24%
779,006
+24,840
13
$37.9M 1.18%
147,369
-313
14
$37.4M 1.17%
116,632
+447
15
$37.3M 1.16%
55,927
+5,125
16
$37M 1.16%
255,900
+23,740
17
$34.7M 1.08%
137,924
+8,156
18
$32.9M 1.03%
79,237
+1,642
19
$32.5M 1.01%
399,680
+12,470
20
$32.4M 1.01%
589,299
+27,778
21
$31.5M 0.98%
70
+6
22
$28.8M 0.9%
336,620
-58,128
23
$28.3M 0.88%
117,358
+15,253
24
$28.1M 0.88%
272,374
+16,336
25
$28M 0.87%
113,535
+1,544
1
2 3 4 5