PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
1-Year Est. Return 8.8%
This Quarter Est. Return
1 Year Est. Return
+8.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.16B
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$11.4M
3
+$8.25M
4
NOW icon
ServiceNow
NOW
+$8.2M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.07M

Top Sells

1
+$16.4M
2
+$10.3M
3
+$5.13M
4
DUK icon
Duke Energy
DUK
+$4.95M
5
ORCL icon
Oracle
ORCL
+$4.68M

Sector Composition

1 Financials 13.97%
2 Technology 13.28%
3 Healthcare 10.72%
4 Industrials 7.75%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$276K 0.01%
2,823
-7
327
$276K 0.01%
6,902
-666
328
$274K 0.01%
4,772
+194
329
$270K 0.01%
3,090
-1,194
330
$268K 0.01%
614
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331
$268K 0.01%
4,539
-26
332
$268K 0.01%
5,214
-8,647
333
$266K 0.01%
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334
$264K 0.01%
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-12
335
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17,209
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336
$263K 0.01%
4,876
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337
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338
$247K 0.01%
3,500
-335
339
$243K 0.01%
6,697
-110
340
$240K 0.01%
+6,090
341
$236K 0.01%
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9,850
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343
$224K 0.01%
12,588
344
$223K 0.01%
3,402
-1,345
345
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4,846
-275
346
$221K 0.01%
2,486
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347
$218K 0.01%
500
-103
348
$218K 0.01%
+1,989
349
$217K 0.01%
4,909
+30
350
$216K 0.01%
3,301
-16
12 13
14
15 16