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
$2.03B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.22M
3
+$3.96M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.61M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.43M

Top Sells

1
+$5.04M
2
+$3.15M
3
+$2.38M
4
INTC icon
Intel
INTC
+$2.2M
5
XOM icon
Exxon Mobil
XOM
+$2.05M

Sector Composition

1 Financials 11.39%
2 Technology 10.52%
3 Healthcare 8.25%
4 Industrials 6.8%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$495K 0.02%
5,600
-360
252
$493K 0.02%
3,471
253
$492K 0.02%
15,909
-1,849
254
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2,942
-2,942
255
$490K 0.02%
32,467
256
$482K 0.02%
1,885
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257
$481K 0.02%
4,225
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258
$456K 0.02%
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-123
259
$455K 0.02%
2,859
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260
$455K 0.02%
5,294
261
$452K 0.02%
1,697
-26
262
$447K 0.02%
2,403
263
$441K 0.02%
10,312
-1,646
264
$435K 0.02%
2,448
+92
265
$435K 0.02%
8,083
266
$427K 0.02%
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267
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8,773
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268
$426K 0.02%
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269
$423K 0.02%
792
270
$412K 0.02%
4,255
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271
$411K 0.02%
2,711
-22
272
$411K 0.02%
2,778
-370
273
$409K 0.02%
1,118
+67
274
$404K 0.02%
5,896
275
$396K 0.02%
2,485
+138
9 10
11
12 13