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
351
$240K 0.01%
+9,684
352
$238K 0.01%
1,519
353
$235K 0.01%
10,853
354
$235K 0.01%
604
355
$235K 0.01%
2,179
356
$233K 0.01%
1,320
357
$231K 0.01%
4,620
358
$228K 0.01%
342
359
$225K 0.01%
2,623
360
$223K 0.01%
+861
361
$222K 0.01%
3,835
-30
362
$221K 0.01%
+5,000
363
$220K 0.01%
2,620
364
$220K 0.01%
3,032
+1,782
365
$220K 0.01%
+2,685
366
$220K 0.01%
2,750
+1,915
367
$218K 0.01%
2,571
+11
368
$218K 0.01%
12,588
369
$216K 0.01%
+5,335
370
$215K 0.01%
8,595
371
$213K 0.01%
1,069
-7
372
$212K 0.01%
4,883
-84
373
$212K 0.01%
1,240
-102
374
$206K 0.01%
2,438
375
$203K 0.01%
+2,297
13 14
15
16 17