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
$3.16B
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$11.4M
3
+$8.25M
4
NOW icon
ServiceNow
NOW
+$8.2M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.07M

Top Sells

1
+$16.4M
2
+$10.3M
3
+$5.13M
4
DUK icon
Duke Energy
DUK
+$4.95M
5
ORCL icon
Oracle
ORCL
+$4.68M

Sector Composition

1 Financials 13.97%
2 Technology 13.28%
3 Healthcare 10.72%
4 Industrials 7.75%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.2M 0.04%
3,214
-150
227
$1.19M 0.04%
11,941
-443
228
$1.16M 0.04%
3,231
+678
229
$1.15M 0.04%
14,500
230
$1.14M 0.04%
3,366
-215
231
$1.13M 0.04%
59,972
-3,013
232
$1.09M 0.03%
6,196
-11,282
233
$1.09M 0.03%
15,960
-430
234
$1.08M 0.03%
2,404
-468
235
$1.04M 0.03%
+3,979
236
$1.03M 0.03%
10,250
-810
237
$1.02M 0.03%
14,029
238
$982K 0.03%
3,074
-93
239
$952K 0.03%
1,426
+2
240
$909K 0.03%
6,637
-954
241
$895K 0.03%
4,544
+86
242
$874K 0.03%
8,216
+20
243
$871K 0.03%
27,384
+2,851
244
$869K 0.03%
7,331
-51
245
$859K 0.03%
3,855
+174
246
$833K 0.03%
13,240
-400
247
$803K 0.03%
33,223
248
$796K 0.03%
10,057
+204
249
$789K 0.03%
5,671
-745
250
$780K 0.02%
2,752
-71
8 9
10
11 12