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
$2.03B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.22M
3
+$3.96M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.61M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.43M

Top Sells

1
+$5.04M
2
+$3.15M
3
+$2.38M
4
INTC icon
Intel
INTC
+$2.2M
5
XOM icon
Exxon Mobil
XOM
+$2.05M

Sector Composition

1 Financials 11.39%
2 Technology 10.52%
3 Healthcare 8.25%
4 Industrials 6.8%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$234K 0.01%
1,418
+1,313
327
$218K 0.01%
+4,917
328
$217K 0.01%
+2,823
329
$217K 0.01%
+4,620
330
$216K 0.01%
12,800
331
$215K 0.01%
10,000
332
$212K 0.01%
3,918
333
$211K 0.01%
+3,178
334
$210K 0.01%
9,740
-31,154
335
$207K 0.01%
+1,445
336
$207K 0.01%
+2,653
337
$206K 0.01%
+10,190
338
$205K 0.01%
2,204
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339
$204K 0.01%
9,942
-1,014
340
$203K 0.01%
3,943
341
$200K 0.01%
+9,971
342
$194K 0.01%
874
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343
$177K 0.01%
9,573
344
$172K 0.01%
+376
345
$167K 0.01%
12,588
346
$165K 0.01%
9,684
347
$154K 0.01%
2,905
348
$140K 0.01%
12,824
349
$138K 0.01%
103
350
$136K 0.01%
9,849
12 13
14
15 16