PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.84B
AUM Growth
+$367M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.9M
3
+$25.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.1M
5
TMO icon
Thermo Fisher Scientific
TMO
+$23M

Top Sells

1
+$18M
2
+$7.5M
3
+$5.4M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.82M

Sector Composition

1 Financials 14.63%
2 Technology 11.68%
3 Healthcare 9.71%
4 Industrials 7%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$383K 0.01%
2,265
302
$381K 0.01%
3,732
303
$381K 0.01%
4,442
304
$379K 0.01%
3,299
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305
$364K 0.01%
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306
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3,435
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307
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308
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5,019
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309
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1,128
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310
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311
$318K 0.01%
6,578
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312
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3,078
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313
$315K 0.01%
688
314
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2,582
315
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762
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316
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10,063
321
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1,500
323
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5,505
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324
$291K 0.01%
7,356
-130
325
$290K 0.01%
1,034
-485
11 12
13
14 15