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
$779M
AUM Growth
+$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1 +$57.5M
2 +$22.8M
3 +$20.2M
4
KO icon
Coca-Cola
KO
+$5.35M
5
XOM icon
Exxon Mobil
XOM
+$3.28M

Top Sells

1 +$28M
2 +$7.42M
3 +$2.03M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.85M
5
DD
Du Pont De Nemours E I
DD
+$1.77M

Sector Composition

1 Financials 19.09%
2 Healthcare 9.24%
3 Technology 7.8%
4 Consumer Staples 7.3%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-4,810
302
-1,433
303
-1,404
304
-1,000
305
-154
306
-1,223
307
-196
308
-291
309
-37
310
-554
311
-104
312
-1,772
313
-45
314
-511
315
-1,685
316
-489
317
-63
318
-97
319
-726
320
-403
321
-2,950
322
-925
323
-75
324
-3,333
325
-301