PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.96B
This Quarter Return
+5.11%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$463M
AUM Growth
+$463M
(+4.1%)
Cap. Flow
+$3.94M
Cap. Flow
% of AUM
0.85%
Top 10 Holdings %
Top 10 Hldgs %
22.01%
Holding
302
New
13
Increased
101
Reduced
105
Closed
72
Top Buys
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$2.6M |
| 2 |
Johnson & Johnson
JNJ
|
$2.11M |
| 3 |
Wells Fargo
WFC
|
$1.78M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.75M |
| 5 |
Truist Financial
TFC
|
$1.51M |
Top Sells
| 1 |
Gilead Sciences
GILD
|
$2.5M |
| 2 |
EMC
EMC CORPORATION
EMC
|
$1.83M |
| 3 |
Pinnacle Financial Partners
PNFP
|
$1.08M |
| 4 |
Southern Company
SO
|
$941K |
| 5 |
Sysco
SYY
|
$901K |
Sector Composition
| 1 | Financials | 14.72% |
| 2 | Healthcare | 11.08% |
| 3 | Technology | 10.46% |
| 4 | Consumer Staples | 8.92% |
| 5 | Industrials | 8.19% |