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
351
$214K 0.01%
10,618
+145
352
$213K 0.01%
4,620
353
$213K 0.01%
3,173
354
$211K 0.01%
4,569
+1,337
355
$205K 0.01%
+8,805
356
$205K 0.01%
964
-708
357
$203K 0.01%
274
-1
358
$184K 0.01%
2,488
359
$171K 0.01%
12,251
360
$171K 0.01%
3,725
-4,027
361
$166K 0.01%
2,704
362
$154K ﹤0.01%
1,662
+1,000
363
$147K ﹤0.01%
1,778
364
$142K ﹤0.01%
826
365
$121K ﹤0.01%
1,625
366
$121K ﹤0.01%
376
367
$118K ﹤0.01%
463
-929
368
$113K ﹤0.01%
5,825
369
$112K ﹤0.01%
4,913
+1,119
370
$110K ﹤0.01%
2,000
371
$108K ﹤0.01%
6,000
372
$99K ﹤0.01%
871
373
$87K ﹤0.01%
2,334
374
$86K ﹤0.01%
1,000
375
$80K ﹤0.01%
644
-93
13 14
15
16 17