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
351
$125K 0.01%
2,685
352
$120K 0.01%
19,986
353
$119K 0.01%
17,832
354
$105K 0.01%
1,915
355
$92K ﹤0.01%
1,595
-311
356
$85K ﹤0.01%
2,207
357
$80K ﹤0.01%
2,564
358
$76K ﹤0.01%
729
359
$57K ﹤0.01%
2,524
360
$55K ﹤0.01%
3,591
361
$55K ﹤0.01%
4,474
362
$54K ﹤0.01%
2,670
363
$51K ﹤0.01%
406
364
$50K ﹤0.01%
3,700
365
$50K ﹤0.01%
835
366
$46K ﹤0.01%
1,599
367
$45K ﹤0.01%
725
368
$45K ﹤0.01%
1,667
369
$44K ﹤0.01%
2,000
370
$41K ﹤0.01%
1,341
371
$39K ﹤0.01%
2,510
372
$39K ﹤0.01%
750
373
$38K ﹤0.01%
3,051
374
$38K ﹤0.01%
1,043
375
$37K ﹤0.01%
1,102
13 14
15
16 17