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
$4.21B
AUM Growth
+$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.4M
3
+$8.66M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$7.84M
5
GLD icon
SPDR Gold Trust
GLD
+$7.22M

Top Sells

1
+$8.54M
2
+$8.42M
3
+$7.32M
4
NEE icon
NextEra Energy
NEE
+$7.18M
5
AAPL icon
Apple
AAPL
+$7.01M

Sector Composition

1 Technology 16.11%
2 Financials 13.85%
3 Healthcare 10.88%
4 Industrials 7.51%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.08M 0.03%
21,260
+4,277
252
$1.04M 0.02%
14,405
+157
253
$1.01M 0.02%
3,881
-161
254
$993K 0.02%
12,941
-33,288
255
$972K 0.02%
7,130
-424
256
$949K 0.02%
7,049
-548
257
$941K 0.02%
4,284
258
$931K 0.02%
15,688
+12,687
259
$925K 0.02%
1,998
+36
260
$909K 0.02%
8,929
-58
261
$900K 0.02%
36,763
262
$890K 0.02%
15,204
+342
263
$888K 0.02%
11,468
-577
264
$885K 0.02%
1,169
+114
265
$881K 0.02%
5,940
+366
266
$865K 0.02%
4,360
+8
267
$858K 0.02%
5,200
+1
268
$843K 0.02%
3,567
-715
269
$836K 0.02%
+3,189
270
$826K 0.02%
17,575
-9,042
271
$821K 0.02%
3,783
272
$798K 0.02%
3,045
+61
273
$793K 0.02%
14,189
274
$792K 0.02%
6,065
+95
275
$759K 0.02%
+20,396
9 10
11
12 13