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
$463M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1 +$2.6M
2 +$2.11M
3 +$1.78M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.75M
5
TFC icon
Truist Financial
TFC
+$1.51M

Top Sells

1 +$2.5M
2 +$1.83M
3 +$1.08M
4
SO icon
Southern Company
SO
+$941K
5
SYY icon
Sysco
SYY
+$901K

Sector Composition

1 Financials 14.72%
2 Healthcare 11.08%
3 Technology 10.46%
4 Consumer Staples 8.92%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$203K 0.04%
+1,834
227
$203K 0.04%
8,000
228
$200K 0.04%
5,758
-1,858
229
$193K 0.04%
34,000
230
$176K 0.04%
11,605
+680
231
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232
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233
-6,405
234
-6,358
235
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236
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237
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240
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241
-3,672
242
-2,425
243
-378
244
-7,554
245
-1,555
246
-2,730
247
-300
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249
-4,270
250
-334