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
$2.81B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.97M
3
+$9.17M
4
KO icon
Coca-Cola
KO
+$7.21M
5
NOW icon
ServiceNow
NOW
+$6.46M

Top Sells

1
+$14.1M
2
+$7.95M
3
+$6.94M
4
CSCO icon
Cisco
CSCO
+$4.84M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$4.69M

Sector Composition

1 Technology 13.35%
2 Financials 13.13%
3 Healthcare 11.31%
4 Industrials 7.96%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$127M 4.52%
365,987
+4,581
2
$115M 4.08%
837,885
+28,466
3
$103M 3.68%
402,765
+17,325
4
$77.4M 2.76%
205,274
+55
5
$67.8M 2.41%
131,964
+9,146
6
$53.7M 1.91%
742,763
+5,765
7
$50.5M 1.8%
256,395
+6,061
8
$46.6M 1.66%
414,210
+15,074
9
$43.1M 1.54%
406,103
+34,043
10
$38.5M 1.37%
353,440
+5,500
11
$37.9M 1.35%
173,513
-624
12
$36.5M 1.3%
894,408
+20,042
13
$35.3M 1.26%
426,297
-169,776
14
$35.2M 1.25%
704,414
-1,844
15
$34M 1.21%
159,501
+6,248
16
$33M 1.18%
76,770
+6,362
17
$32.7M 1.16%
381,364
+30,236
18
$30.6M 1.09%
145,766
+21,631
19
$30.1M 1.07%
55,380
-200
20
$29.6M 1.05%
204,399
+26,430
21
$29.2M 1.04%
383,193
-12,404
22
$28.6M 1.02%
70
23
$28.2M 1.01%
258,040
+4,760
24
$27.8M 0.99%
156,833
+2,003
25
$27.6M 0.98%
164,293
+4,376
1
2 3 4 5