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
351
$334K 0.01%
1,654
-208
352
$333K 0.01%
11,075
+2,810
353
$332K 0.01%
5,781
+476
354
$331K 0.01%
2,900
-828
355
$326K 0.01%
8,650
356
$318K 0.01%
1,015
-24
357
$317K 0.01%
7,894
-1,248
358
$313K 0.01%
3,361
+600
359
$313K 0.01%
15,638
360
$313K 0.01%
14,539
+1,570
361
$313K 0.01%
2,623
362
$310K 0.01%
11,866
+555
363
$309K 0.01%
2,730
+21
364
$302K 0.01%
3,900
+33
365
$298K 0.01%
6,226
366
$293K 0.01%
8,114
367
$293K 0.01%
3,090
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368
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+2,762
369
$287K 0.01%
13,476
370
$286K 0.01%
+8,335
371
$283K 0.01%
6,585
-20
372
$277K 0.01%
1,466
-2,320
373
$273K 0.01%
1,119
+133
374
$268K 0.01%
5,777
-236
375
$266K 0.01%
4,785
13 14
15
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