PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
This Quarter Return
-1.49%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$4.96B
AUM Growth
+$24.8M
Cap. Flow
+$69.5M
Cap. Flow %
1.4%
Top 10 Hldgs %
33.05%
Holding
538
New
21
Increased
216
Reduced
171
Closed
15

Top Buys

1
$20.1M
2
$17.6M
3
$5.85M
4
$5.34M
5
$4.98M

Top Sells

1
$19.4M
2
$11M
3
$6.67M
4
$6.61M
5
$4.89M

Sector Composition

1Technology15.84%
2Financials14.43%
3Healthcare9.65%
4Industrials7.53%
5Consumer Discretionary7.42%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$223M4.49% 567,924
+1,915
+0.3%
+$752K
$213M4.3% 923,090
-419
-0.1%
-$96.8K
$189M3.8% 332,739
-3,001
-0.9%
-$1.7M
$188M3.8% 359,804
+624
+0.2%
+$327K
$184M3.71% 885,071
-73
-0%
-$15.2K
$149M3% 613,725
-7,478
-1%
-$1.82M
$145M2.92% 814,304
+2,735
+0.3%
+$487K
$144M2.91% 430,190
-786
-0.2%
-$263K
$121M2.44% 236,449
+1,817
+0.8%
+$932K
$82.8M1.67% 724,749
-1,221
-0.2%
-$140K
$81.1M1.64% 253,595
-2,244
-0.9%
-$718K
$66.3M1.34% 178,959
+572
+0.3%
+$212K
$64.1M1.29% 604,373
-103,406
-15%
-$11M
$62.5M1.26% 168,596
+4,676
+3%
+$1.73M
$57.7M1.16% 248,695
+1,236
+0.5%
+$287K
$52.8M1.06% 1,066,542
+26,233
+3%
+$1.3M
$52.7M1.06% 477,729
+24,442
+5%
+$2.7M
$48.7M0.98% 298,905
-15
-0%
-$2.44K
$47M0.95% 387,342
+8,319
+2%
+$1.01M
$46.5M0.94% 156,844
+734
+0.5%
+$218K
$45.2M0.91% 167,534
+2,259
+1%
+$610K
$41.5M0.84% 52––
$39.5M0.8% 106,992
-442
-0.4%
-$163K
$37.4M0.75% 39,673
+1,207
+3%
+$1.14M
$37.3M0.75% 65,516
+3,510
+6%
+$2M
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