PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.84B
AUM Growth
+$367M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.9M
3
+$25.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.1M
5
TMO icon
Thermo Fisher Scientific
TMO
+$23M

Top Sells

1
+$18M
2
+$7.5M
3
+$5.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.82M

Sector Composition

1 Financials 14.63%
2 Technology 11.68%
3 Healthcare 9.71%
4 Industrials 7%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1M 0.04%
46,409
+1,182
227
$978K 0.03%
1,312
+23
228
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37,695
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229
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230
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14,029
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231
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232
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233
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234
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235
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236
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237
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244
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245
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246
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247
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8,196
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249
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250
$763K 0.03%
9,989
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8 9
10
11 12