PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.96B
This Quarter Return
+1.77%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$390M
AUM Growth
+$390M
(+21%)
Cap. Flow
+$66M
Cap. Flow
% of AUM
16.92%
Top 10 Holdings %
Top 10 Hldgs %
21.07%
Holding
281
New
40
Increased
154
Reduced
43
Closed
28
Top Buys
| 1 |
Apple
AAPL
|
$3.41M |
| 2 |
Microsoft
MSFT
|
$2.37M |
| 3 |
Medtronic
MDT
|
$1.98M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.75M |
| 5 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$1.6M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.66M |
| 2 |
CB
CHUBB CORPORATION
CB
|
$1.46M |
| 3 |
Ametek
AME
|
$1.1M |
| 4 |
JAH
JARDEN CORPORATION
JAH
|
$1.07M |
| 5 |
Regions Financial
RF
|
$906K |
Sector Composition
| 1 | Healthcare | 13.44% |
| 2 | Financials | 12.37% |
| 3 | Technology | 11.54% |
| 4 | Consumer Staples | 9.34% |
| 5 | Industrials | 8.49% |
