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
$3.72B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$16.3M
3
+$14.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.09M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.48M

Top Sells

1
+$23.6M
2
+$15.6M
3
+$13.2M
4
TJX icon
TJX Companies
TJX
+$11M
5
GS icon
Goldman Sachs
GS
+$7.11M

Sector Composition

1 Technology 15.18%
2 Financials 13.18%
3 Healthcare 11.84%
4 Industrials 7.99%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$187M 5.03%
1,134,789
+26,539
2
$177M 4.75%
613,660
+22,458
3
$137M 3.67%
363,388
+3,985
4
$109M 2.92%
265,942
-2,959
5
$106M 2.83%
223,267
-3,011
6
$97.9M 2.63%
947,872
+244,279
7
$94M 2.52%
416,759
+20,839
8
$86.1M 2.31%
830,465
+135,731
9
$85.9M 2.31%
659,075
+19,010
10
$69.2M 1.86%
262,481
-89,327
11
$61.5M 1.65%
1,360,483
+156,908
12
$60M 1.61%
546,709
+56,679
13
$51.6M 1.39%
256,262
+15,695
14
$46M 1.24%
560,397
+78,851
15
$43.4M 1.16%
786,006
+19,784
16
$38.8M 1.04%
82,182
-3,285
17
$38M 1.02%
155,717
-6,759
18
$37.5M 1.01%
929,225
+155,163
19
$35M 0.94%
214,425
-7,826
20
$34.5M 0.93%
74
+4
21
$34.1M 0.92%
327,681
+22,659
22
$33.6M 0.9%
933,369
+451,483
23
$32.9M 0.88%
57,126
+784
24
$32.1M 0.86%
633,546
+11,182
25
$31.5M 0.85%
106,654
+3,780
1
2 3 4 5