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
276
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4,882
-268
277
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6,006
-53
278
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12,307
-291
279
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280
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281
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11,322
282
$909K 0.02%
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283
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284
$856K 0.02%
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285
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20,396
286
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17,281
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287
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288
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405
289
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5,884
290
$811K 0.02%
+12,100
291
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292
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293
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294
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4,047
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295
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44,347
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296
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297
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11,050
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298
$688K 0.01%
29,310
-37,433
299
$685K 0.01%
36,406
+1,471
300
$665K 0.01%
3,969
+363
10 11
12
13 14