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
$4.98B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.4M
3
+$9.88M
4
XOM icon
Exxon Mobil
XOM
+$8.72M
5
UNH icon
UnitedHealth
UNH
+$8.07M

Top Sells

1
+$25.2M
2
+$18.6M
3
+$13.5M
4
OXY icon
Occidental Petroleum
OXY
+$9.42M
5
MDT icon
Medtronic
MDT
+$8.88M

Sector Composition

1 Technology 16.26%
2 Financials 13.29%
3 Healthcare 11.35%
4 Industrials 7.78%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.38M 0.03%
29,676
+11,261
252
$1.37M 0.03%
2,585
+103
253
$1.36M 0.03%
10,155
+55
254
$1.34M 0.03%
46,204
-9
255
$1.32M 0.03%
6,978
+510
256
$1.27M 0.03%
10,208
257
$1.24M 0.02%
4,737
+52
258
$1.23M 0.02%
2,602
-647
259
$1.22M 0.02%
15,591
-1,682
260
$1.2M 0.02%
14,405
261
$1.18M 0.02%
3,762
+60
262
$1.18M 0.02%
7,296
+36
263
$1.17M 0.02%
4,816
+257
264
$1.16M 0.02%
33,676
-1,031
265
$1.12M 0.02%
4,297
-5,935
266
$1.12M 0.02%
11,531
-17,924
267
$1.11M 0.02%
7,214
-790
268
$1.1M 0.02%
4,323
+246
269
$1.08M 0.02%
9,468
270
$1.07M 0.02%
36,763
271
$1.03M 0.02%
6,315
+374
272
$1.02M 0.02%
11,074
+2,000
273
$1.01M 0.02%
3,901
274
$993K 0.02%
1,918
-528
275
$991K 0.02%
19,417
-4,178
9 10
11
12 13