PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
1-Year Est. Return 8.8%
This Quarter Est. Return
1 Year Est. Return
+8.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.16B
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$11.4M
3
+$8.25M
4
NOW icon
ServiceNow
NOW
+$8.2M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.07M

Top Sells

1
+$16.4M
2
+$10.3M
3
+$5.13M
4
DUK icon
Duke Energy
DUK
+$4.95M
5
ORCL icon
Oracle
ORCL
+$4.68M

Sector Composition

1 Financials 13.97%
2 Technology 13.28%
3 Healthcare 10.72%
4 Industrials 7.75%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$372K 0.01%
+10,890
302
$370K 0.01%
1,014
-1,215
303
$369K 0.01%
1,828
+3
304
$350K 0.01%
2,292
+7
305
$348K 0.01%
3,054
-909
306
$346K 0.01%
2,141
-296
307
$342K 0.01%
2,625
308
$342K 0.01%
1,850
+64
309
$341K 0.01%
3,949
-1,003
310
$339K 0.01%
1,128
311
$338K 0.01%
13,353
+33
312
$333K 0.01%
1,372
-176
313
$332K 0.01%
1,561
-32
314
$318K 0.01%
2,943
-146
315
$311K 0.01%
1,500
316
$311K 0.01%
3,532
-134
317
$310K 0.01%
2,830
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318
$310K 0.01%
2,975
-53
319
$306K 0.01%
11,655
-39
320
$306K 0.01%
687
321
$299K 0.01%
8,500
322
$297K 0.01%
+8,115
323
$286K 0.01%
3,020
-12
324
$281K 0.01%
10,102
+1
325
$276K 0.01%
9,383
+190
11 12
13
14 15