PFP
Pinnacle Financial Partners Portfolio holdings
AUM $4.96B
AUM
$4.96B
AUM Growth
+$24.8M (+0.5%)
Cap. Flow
+$74M
Cap. Flow % of AUM
1.49%
Top 10 Holdings %Top 10 Hldgs %
33.05%
Holding
538
New
21
Increased
216
Reduced
171
Closed
15
Top Buys
| 1 | $20.1M | |
| 2 | $17.6M | |
| 3 | $5.85M | |
| 4 | $5.34M | |
| 5 | $4.98M |
Top Sells
| 1 | $19.4M | |
| 2 | $11M | |
| 3 | $6.67M | |
| 4 | $6.61M | |
| 5 | $4.89M |
Sector Composition
| 1 | Technology | 15.84% |
| 2 | Financials | 14.43% |
| 3 | Healthcare | 9.65% |
| 4 | Industrials | 7.53% |
| 5 | Consumer Discretionary | 7.42% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.44M | 0.03% | 7,197 -16 | -0.2% | -$3.2K | |||
| $1.44M | 0.03% | 18,459 +16,664 | +928% | +$1.3M | |||
| $1.44M | 0.03% | 23,792 +282 | +1% | +$17K | |||
| $1.41M | 0.03% | 2,099 +24 | +1% | +$16.2K | |||
| $1.39M | 0.03% | 10,269 -285 | -3% | -$38.5K | |||
| $1.35M | 0.03% | 7,140 -64 | -0.9% | -$12.1K | |||
| $1.35M | 0.03% | 16,289 | – | – | |||
| $1.32M | 0.03% | 18,554 +15,436 | +495% | +$1.1M | |||
| $1.31M | 0.03% | 18,886 -25,975 | -58% | -$1.8M | |||
| $1.29M | 0.03% | 2,584 +11 | +0.4% | +$5.48K | |||
| $1.23M | 0.02% | 2,602 | – | – | |||
| $1.22M | 0.02% | 2,932 +45 | +2% | +$18.7K | |||
| $1.21M | 0.02% | 24,763 -4,130 | -14% | -$201K | |||
| $1.17M | 0.02% | 4,704 -315 | -6% | -$78.3K | |||
| $1.17M | 0.02% | 3,813 +26 | +0.7% | +$7.98K | |||
| $1.15M | 0.02% | 11,970 -320 | -3% | -$30.8K | |||
| $1.13M | 0.02% | 13,706 -699 | -5% | -$57.7K | |||
| $1.1M | 0.02% | 14,695 -911 | -6% | -$68.4K | |||
| $1.1M | 0.02% | 9,468 | – | – | |||
| $1.1M | 0.02% | 16,590 +2,929 | +21% | +$194K | |||
| $1.05M | 0.02% | 10,826 +191 | +2% | +$18.6K | |||
| $1.05M | 0.02% | 20,587 +419 | +2% | +$21.4K | |||
| $1.05M | 0.02% | 8,537 -310 | -4% | -$38K | |||
| $1.04M | 0.02% | 27,815 -25,826 | -48% | -$968K | |||
| $1.04M | 0.02% | 4,105 -142 | -3% | -$36K |
