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
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1,053
+8
277
$509K 0.02%
4,308
278
$508K 0.02%
8,461
279
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280
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282
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27,620
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283
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285
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286
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287
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288
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289
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290
$430K 0.01%
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291
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292
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294
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295
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296
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6,670
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297
$405K 0.01%
4,326
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298
$396K 0.01%
1,455
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299
$395K 0.01%
21,096
+2,152
300
$377K 0.01%
7,068
-2,875