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
$4.21B
AUM Growth
+$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.4M
3
+$8.66M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$7.84M
5
GLD icon
SPDR Gold Trust
GLD
+$7.22M

Top Sells

1
+$8.54M
2
+$8.42M
3
+$7.32M
4
NEE icon
NextEra Energy
NEE
+$7.18M
5
AAPL icon
Apple
AAPL
+$7.01M

Sector Composition

1 Technology 16.11%
2 Financials 13.85%
3 Healthcare 10.88%
4 Industrials 7.51%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$410K 0.01%
10,484
+501
327
$403K 0.01%
11,381
+512
328
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+7,778
329
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330
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331
$395K 0.01%
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332
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+3,193
333
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334
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4,886
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335
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7,494
336
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7,610
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337
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338
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3,455
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339
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9,575
-1,425
340
$353K 0.01%
6,841
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342
$351K 0.01%
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343
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344
$347K 0.01%
10,216
-4,816
345
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2,141
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346
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+1,415
347
$343K 0.01%
4,380
+110
348
$343K 0.01%
13,659
+48
349
$342K 0.01%
3,181
+127
350
$338K 0.01%
9,267
12 13
14
15 16