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
$4.21B
AUM Growth
+$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.4M
3
+$8.66M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$7.84M
5
GLD icon
SPDR Gold Trust
GLD
+$7.22M

Top Sells

1
+$8.54M
2
+$8.42M
3
+$7.32M
4
NEE icon
NextEra Energy
NEE
+$7.18M
5
AAPL icon
Apple
AAPL
+$7.01M

Sector Composition

1 Technology 16.11%
2 Financials 13.85%
3 Healthcare 10.88%
4 Industrials 7.51%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.67M 0.04%
48,074
+598
227
$1.66M 0.04%
14,900
+1,270
228
$1.62M 0.04%
13,324
-1,251
229
$1.6M 0.04%
2,681
-370
230
$1.57M 0.04%
32,397
+2,209
231
$1.52M 0.04%
16,642
-5,215
232
$1.47M 0.03%
3,189
+462
233
$1.45M 0.03%
3,085
-141
234
$1.44M 0.03%
15,550
-1,611
235
$1.4M 0.03%
9,815
-550
236
$1.39M 0.03%
82,870
-9,317
237
$1.36M 0.03%
12,552
238
$1.36M 0.03%
23,462
+192
239
$1.36M 0.03%
10,855
-91
240
$1.35M 0.03%
38,843
+1,422
241
$1.34M 0.03%
25,630
+665
242
$1.33M 0.03%
50,659
-56
243
$1.29M 0.03%
16,289
244
$1.26M 0.03%
3,221
-91
245
$1.25M 0.03%
10,511
+238
246
$1.18M 0.03%
16,190
-1,805
247
$1.17M 0.03%
16,179
+9,254
248
$1.16M 0.03%
5,425
-4,140
249
$1.15M 0.03%
65,276
-850
250
$1.13M 0.03%
2,417
+5
8 9
10
11 12