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
$2.84B
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
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
326
$289K 0.01%
3,312
327
$284K 0.01%
1,986
328
$284K 0.01%
+8,007
329
$282K 0.01%
1,456
+20
330
$281K 0.01%
8,500
331
$277K 0.01%
4,565
332
$276K 0.01%
19,461
333
$275K 0.01%
+1,258
334
$272K 0.01%
2,472
-4,897
335
$272K 0.01%
1,318
+13
336
$270K 0.01%
1,801
+44
337
$264K 0.01%
5,098
+249
338
$263K 0.01%
+4,279
339
$260K 0.01%
1,119
+46
340
$259K 0.01%
4,800
341
$259K 0.01%
898
+22
342
$251K 0.01%
4,917
343
$250K 0.01%
+3,402
344
$250K 0.01%
9,152
-499
345
$248K 0.01%
9,687
+33
346
$247K 0.01%
+1,037
347
$245K 0.01%
9,788
+28
348
$243K 0.01%
4,635
349
$240K 0.01%
10,332
+122
350
$240K 0.01%
+3,881
12 13
14
15 16