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
276
$499K 0.02%
5,660
+1,125
277
$491K 0.02%
737
-25
278
$478K 0.02%
11,653
279
$477K 0.02%
8,461
-1
280
$475K 0.02%
2,898
+429
281
$469K 0.02%
7,145
282
$458K 0.02%
4,358
+560
283
$456K 0.02%
1,520
-6
284
$452K 0.02%
1,013
285
$450K 0.02%
9,368
+1,213
286
$443K 0.02%
16,693
287
$443K 0.02%
21,774
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288
$442K 0.02%
5,460
289
$439K 0.02%
+1,817
290
$436K 0.02%
+16,242
291
$435K 0.02%
3,963
292
$425K 0.02%
3,784
293
$424K 0.01%
2,625
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294
$417K 0.01%
7,494
-3,384
295
$417K 0.01%
43,511
296
$416K 0.01%
730
297
$416K 0.01%
4,270
-267
298
$414K 0.01%
6,096
+35
299
$412K 0.01%
4,553
+385
300
$390K 0.01%
8,288
-22
10 11
12
13 14