PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
1-Year Est. Return 8.8%
This Quarter Est. Return
1 Year Est. Return
+8.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.16B
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$11.4M
3
+$8.25M
4
NOW icon
ServiceNow
NOW
+$8.2M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.07M

Top Sells

1
+$16.4M
2
+$10.3M
3
+$5.13M
4
DUK icon
Duke Energy
DUK
+$4.95M
5
ORCL icon
Oracle
ORCL
+$4.68M

Sector Composition

1 Financials 13.97%
2 Technology 13.28%
3 Healthcare 10.72%
4 Industrials 7.75%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$778K 0.02%
40,976
+944
252
$777K 0.02%
12,424
253
$771K 0.02%
4,185
+1,261
254
$762K 0.02%
3,520
255
$753K 0.02%
13,213
-1,218
256
$737K 0.02%
35,082
+1,374
257
$727K 0.02%
1,512
+9
258
$678K 0.02%
6,147
-35
259
$666K 0.02%
21,050
-6,400
260
$655K 0.02%
5,884
261
$648K 0.02%
8,386
-5,856
262
$635K 0.02%
5,313
-2,882
263
$625K 0.02%
9,847
-107
264
$616K 0.02%
4,881
-4
265
$597K 0.02%
10,966
266
$597K 0.02%
32,492
+16
267
$595K 0.02%
2,483
-14,043
268
$586K 0.02%
4,433
-1,390
269
$584K 0.02%
52,175
+8,664
270
$561K 0.02%
11,845
-1,777
271
$554K 0.02%
4,192
-124,166
272
$544K 0.02%
4,770
+131
273
$544K 0.02%
14,198
-2,874
274
$542K 0.02%
9,608
-103
275
$529K 0.02%
1,727
+660
9 10
11
12 13