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
276
$511K 0.02%
1,053
+8
277
$509K 0.02%
4,308
278
$508K 0.02%
8,461
279
$507K 0.02%
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-44
280
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-139
281
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6,517
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282
$467K 0.01%
27,620
+4,820
283
$466K 0.01%
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284
$459K 0.01%
2,397
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285
$456K 0.01%
21,774
286
$455K 0.01%
16,494
287
$452K 0.01%
6,250
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288
$447K 0.01%
5,246
289
$445K 0.01%
7,145
290
$430K 0.01%
4,763
+1,069
291
$425K 0.01%
2,861
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292
$422K 0.01%
10,153
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293
$417K 0.01%
3,864
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294
$411K 0.01%
9,184
+463
295
$409K 0.01%
3,991
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296
$406K 0.01%
6,670
-132
297
$405K 0.01%
4,326
+336
298
$396K 0.01%
1,455
-15
299
$395K 0.01%
21,096
+2,152
300
$377K 0.01%
7,068
-2,875
10 11
12
13 14