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
276
$389K 0.02%
682
277
$386K 0.02%
925
-10
278
$384K 0.02%
1,012
-21
279
$379K 0.02%
13,905
-2,732
280
$379K 0.02%
4,195
281
$372K 0.02%
3,786
282
$370K 0.02%
5,808
283
$367K 0.02%
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284
$358K 0.02%
+2,041
285
$350K 0.02%
9,725
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286
$350K 0.02%
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287
$348K 0.02%
1
288
$346K 0.02%
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289
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290
$337K 0.02%
2,928
291
$333K 0.02%
764
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292
$329K 0.02%
8,261
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293
$324K 0.02%
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294
$313K 0.02%
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295
$312K 0.02%
19,424
296
$308K 0.02%
8,228
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297
$308K 0.02%
1,629
-658
298
$308K 0.02%
1,342
299
$304K 0.02%
21,774
300
$302K 0.01%
4,616
-961
10 11
12
13 14