PFP
Pinnacle Financial Partners Portfolio holdings
AUM $4.96B
AUM
$4.96B
AUM Growth
+$24.8M (+0.5%)
Cap. Flow
+$74M
Cap. Flow % of AUM
1.49%
Top 10 Holdings %Top 10 Hldgs %
33.05%
Holding
538
New
21
Increased
216
Reduced
171
Closed
15
Top Buys
| 1 | $20.1M | |
| 2 | $17.6M | |
| 3 | $5.85M | |
| 4 | $5.34M | |
| 5 | $4.98M |
Top Sells
| 1 | $19.4M | |
| 2 | $11M | |
| 3 | $6.67M | |
| 4 | $6.61M | |
| 5 | $4.89M |
Sector Composition
| 1 | Technology | 15.84% |
| 2 | Financials | 14.43% |
| 3 | Healthcare | 9.65% |
| 4 | Industrials | 7.53% |
| 5 | Consumer Discretionary | 7.42% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $682K | 0.01% | 18,759 | New | +$682K | |||
| $676K | 0.01% | 2,527 +2 | +0.1% | +$535 | |||
| $676K | 0.01% | 21,763 | – | – | |||
| $649K | 0.01% | 3,908 +331 | +9% | +$54.9K | |||
| $628K | 0.01% | 3,909 | – | – | |||
| $625K | 0.01% | 1,567 +84 | +6% | +$33.5K | |||
| $614K | 0.01% | 3,047 -48 | -2% | -$9.67K | |||
| $613K | 0.01% | 14,070 +13,179 | +1,479% | +$574K | |||
| $610K | 0.01% | 9,670 +20 | +0.2% | +$1.26K | |||
| $604K | 0.01% | 18,303 | – | – | |||
| $598K | 0.01% | 14,792 | – | – | |||
| $595K | 0.01% | 23,766 -131 | -0.6% | -$3.28K | |||
| $592K | 0.01% | 5,650 -46,623 | -89% | -$4.89M | |||
| $592K | 0.01% | 5,761 +2,982 | +107% | +$306K | |||
| $589K | 0.01% | 17,430 +4,357 | +33% | +$147K | |||
| $584K | 0.01% | 7,405 -3,433 | -32% | -$271K | |||
| $573K | 0.01% | 2,859 -111 | -4% | -$22.3K | |||
| $566K | 0.01% | 30,272 -8,059 | -21% | -$151K | |||
| $566K | 0.01% | 9,474 +146 | +2% | +$8.72K | |||
| $566K | 0.01% | 6,078 +21 | +0.4% | +$1.95K | |||
| $529K | 0.01% | 6,907 | New | +$529K | |||
| $519K | 0.01% | 6,357 +67 | +1% | +$5.47K | |||
| $519K | 0.01% | 10,079 | – | – | |||
| $517K | 0.01% | 1,720 -176 | -9% | -$52.9K | |||
| $512K | 0.01% | 9,609 +272 | +3% | +$14.5K |
