PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.96B
1-Year Return
8.8%
This Quarter Return
+0.02%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$2.84B
AUM Growth
+$367M
(+15%)
Cap. Flow
+$378M
Cap. Flow
% of AUM
13.31%
Top 10 Holdings %
Top 10 Hldgs %
26.01%
Holding
504
New
41
Increased
207
Reduced
97
Closed
35
Top Buys
| 1 |
Apple
AAPL
|
$27.8M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$25.9M |
| 3 |
Microsoft
MSFT
|
$25.7M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$24.1M |
| 5 |
Thermo Fisher Scientific
TMO
|
$23M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$18M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$7.5M |
| 3 |
AT&T
T
|
$5.4M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$4.27M |
| 5 |
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% |
