PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.96B
This Quarter Return
+9.95%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$219M
AUM Growth
+$219M
(+8.9%)
Cap. Flow
-$1.03M
Cap. Flow
% of AUM
-0.47%
Top 10 Holdings %
Top 10 Hldgs %
22.04%
Holding
245
New
26
Increased
47
Reduced
68
Closed
79
Top Buys
| 1 |
DO
Diamond Offshore Drilling
DO
|
$1.27M |
| 2 |
Seagate
STX
|
$1.21M |
| 3 |
IBM
IBM
|
$1.2M |
| 4 |
Vodafone
VOD
|
$902K |
| 5 |
Core Laboratories
CLB
|
$714K |
Top Sells
| 1 |
AGN
ALLERGAN INC
AGN
|
$3.61M |
| 2 |
Exxon Mobil
XOM
|
$1.09M |
| 3 |
Schlumberger
SLB
|
$836K |
| 4 |
Mondelez International
MDLZ
|
$750K |
| 5 |
Amazon
AMZN
|
$507K |
Sector Composition
| 1 | Financials | 13.97% |
| 2 | Technology | 12.38% |
| 3 | Healthcare | 10.52% |
| 4 | Energy | 9.53% |
| 5 | Industrials | 9.23% |