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
$4.21B
AUM Growth
+$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.4M
3
+$8.66M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$7.84M
5
GLD icon
SPDR Gold Trust
GLD
+$7.22M

Top Sells

1
+$8.54M
2
+$8.42M
3
+$7.32M
4
NEE icon
NextEra Energy
NEE
+$7.18M
5
AAPL icon
Apple
AAPL
+$7.01M

Sector Composition

1 Technology 16.11%
2 Financials 13.85%
3 Healthcare 10.88%
4 Industrials 7.51%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$590K 0.01%
4,067
+195
302
$586K 0.01%
2,322
+31
303
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13,988
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304
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+9,328
305
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3,219
306
$531K 0.01%
5,263
+676
307
$527K 0.01%
+10,079
308
$526K 0.01%
3,568
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309
$497K 0.01%
3,044
-1,277
310
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2,489
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311
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16,494
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312
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13,629
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313
$479K 0.01%
22,790
-2,079
314
$468K 0.01%
4,059
-49
315
$464K 0.01%
6,411
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316
$462K 0.01%
21,198
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317
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22,036
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318
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319
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13,564
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320
$435K 0.01%
11,732
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321
$434K 0.01%
8,595
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322
$428K 0.01%
832
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323
$426K 0.01%
3,109
-3,364
324
$418K 0.01%
+3,887
325
$413K 0.01%
3,041
+41
11 12
13
14 15