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
$4.98B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.4M
3
+$9.88M
4
XOM icon
Exxon Mobil
XOM
+$8.72M
5
UNH icon
UnitedHealth
UNH
+$8.07M

Top Sells

1
+$25.2M
2
+$18.6M
3
+$13.5M
4
OXY icon
Occidental Petroleum
OXY
+$9.42M
5
MDT icon
Medtronic
MDT
+$8.88M

Sector Composition

1 Technology 16.26%
2 Financials 13.29%
3 Healthcare 11.35%
4 Industrials 7.78%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.06M 0.04%
13,777
-90,213
227
$2.05M 0.04%
3,240
+74
228
$2.01M 0.04%
48,279
-136
229
$1.97M 0.04%
34,332
+853
230
$1.97M 0.04%
31,688
231
$1.94M 0.04%
15,452
232
$1.9M 0.04%
7,381
+169
233
$1.88M 0.04%
5,757
+922
234
$1.86M 0.04%
52,422
-47,042
235
$1.84M 0.04%
16,918
-46
236
$1.84M 0.04%
83,465
-6,846
237
$1.83M 0.04%
4,709
+485
238
$1.77M 0.04%
22,486
+171
239
$1.76M 0.04%
12,857
-1,508
240
$1.72M 0.03%
38,433
+3,001
241
$1.69M 0.03%
16,032
-717
242
$1.67M 0.03%
11,720
-560
243
$1.58M 0.03%
10,115
-56
244
$1.57M 0.03%
+40,838
245
$1.55M 0.03%
10,889
+112
246
$1.53M 0.03%
2,945
+47
247
$1.49M 0.03%
23,043
-732
248
$1.46M 0.03%
65,920
+1,011
249
$1.44M 0.03%
16,289
250
$1.39M 0.03%
5,474
+426
8 9
10
11 12