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
$2.84B
AUM Growth
+$367M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.9M
3
+$25.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.1M
5
TMO icon
Thermo Fisher Scientific
TMO
+$23M

Top Sells

1
+$18M
2
+$7.5M
3
+$5.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.82M

Sector Composition

1 Financials 14.63%
2 Technology 11.68%
3 Healthcare 9.71%
4 Industrials 7%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$756K 0.03%
3,200
-19
252
$748K 0.03%
15,517
+2,582
253
$745K 0.03%
11,003
+1,712
254
$710K 0.03%
23,424
255
$704K 0.02%
11,824
-592
256
$666K 0.02%
17,745
-1,706
257
$656K 0.02%
13,273
-17,253
258
$655K 0.02%
1,758
+25
259
$649K 0.02%
5,246
260
$638K 0.02%
1,659
+983
261
$635K 0.02%
5,884
262
$623K 0.02%
32,188
263
$617K 0.02%
5,843
264
$615K 0.02%
12,249
265
$613K 0.02%
5,054
-8
266
$596K 0.02%
3,520
267
$594K 0.02%
12,270
+130
268
$582K 0.02%
2,649
+100
269
$575K 0.02%
5,843
270
$524K 0.02%
10,966
271
$523K 0.02%
2,675
-1,020
272
$523K 0.02%
1,838
-1
273
$512K 0.02%
9,705
274
$512K 0.02%
+4,182
275
$507K 0.02%
1,046
-5
9 10
11
12 13