PFP
Pinnacle Financial Partners Portfolio holdings
AUM $4.96B
AUM
$4.96B
AUM Growth
+$24.8M (+0.5%)
Cap. Flow
+$74M
Cap. Flow % of AUM
1.49%
Top 10 Holdings %Top 10 Hldgs %
33.05%
Holding
538
New
21
Increased
216
Reduced
171
Closed
15
Top Buys
| 1 | $20.1M | |
| 2 | $17.6M | |
| 3 | $5.85M | |
| 4 | $5.34M | |
| 5 | $4.98M |
Top Sells
| 1 | $19.4M | |
| 2 | $11M | |
| 3 | $6.67M | |
| 4 | $6.61M | |
| 5 | $4.89M |
Sector Composition
| 1 | Technology | 15.84% |
| 2 | Financials | 14.43% |
| 3 | Healthcare | 9.65% |
| 4 | Industrials | 7.53% |
| 5 | Consumer Discretionary | 7.42% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $502K | 0.01% | 901 -263 | -23% | -$146K | |||
| $500K | 0.01% | 8,964 -2,031 | -18% | -$113K | |||
| $498K | 0.01% | 2,894 | New | +$498K | |||
| $497K | 0.01% | 9,819 +536 | +6% | +$27.2K | |||
| $496K | 0.01% | 1,896 -13 | -0.7% | -$3.4K | |||
| $495K | 0.01% | 16,971 | – | – | |||
| $494K | 0.01% | 5,751 -901 | -14% | -$77.5K | |||
| $491K | 0.01% | 4,417 +263 | +6% | +$29.2K | |||
| $490K | 0.01% | 1,012 -104 | -9% | -$50.3K | |||
| $478K | 0.01% | 8,167 | – | – | |||
| $464K | 0.01% | 1,050 +54 | +5% | +$23.9K | |||
| $461K | 0.01% | 4,188 -661 | -14% | -$72.8K | |||
| $460K | 0.01% | 20,819 -3,298 | -14% | -$72.8K | |||
| $459K | 0.01% | 9,721 +111 | +1% | +$5.24K | |||
| $457K | 0.01% | 8,615 | – | – | |||
| $452K | 0.01% | 8,398 | – | – | |||
| $445K | 0.01% | 14,007 | – | – | |||
| $435K | 0.01% | 6,759 +2,080 | +44% | +$134K | |||
| $435K | 0.01% | 6,625 +46 | +0.7% | +$3.02K | |||
| $434K | 0.01% | 2,808 -113 | -4% | -$17.5K | |||
| $434K | 0.01% | 5,809 +20 | +0.4% | +$1.49K | |||
| $424K | 0.01% | 10,935 +172 | +2% | +$6.66K | |||
| $411K | 0.01% | 3,740 -1,083 | -22% | -$119K | |||
| $410K | 0.01% | 3,393 +169 | +5% | +$20.4K | |||
| $410K | 0.01% | 6,056 +846 | +16% | +$57.3K |
