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
$4.98B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.4M
3
+$9.88M
4
XOM icon
Exxon Mobil
XOM
+$8.72M
5
UNH icon
UnitedHealth
UNH
+$8.07M

Top Sells

1
+$25.2M
2
+$18.6M
3
+$13.5M
4
OXY icon
Occidental Petroleum
OXY
+$9.42M
5
MDT icon
Medtronic
MDT
+$8.88M

Sector Composition

1 Technology 16.26%
2 Financials 13.29%
3 Healthcare 11.35%
4 Industrials 7.78%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$389K 0.01%
19,090
-3,700
352
$382K 0.01%
2,625
353
$381K 0.01%
13,764
+72
354
$374K 0.01%
3,090
-159
355
$373K 0.01%
7,494
356
$369K 0.01%
2,849
-111
357
$366K 0.01%
11,647
-420
358
$364K 0.01%
1,802
-368
359
$363K 0.01%
6,307
-74
360
$362K 0.01%
2,780
+69
361
$359K 0.01%
8,377
+222
362
$349K 0.01%
9,267
363
$347K 0.01%
4,450
-20,465
364
$347K 0.01%
+4,853
365
$336K 0.01%
9,560
+381
366
$331K 0.01%
2,239
+453
367
$330K 0.01%
2,614
-732
368
$329K 0.01%
5,655
+235
369
$327K 0.01%
15,638
370
$321K 0.01%
7,110
-225
371
$319K 0.01%
1,806
372
$319K 0.01%
816
373
$317K 0.01%
8,335
374
$313K 0.01%
581
+184
375
$304K 0.01%
3,908
+953
13 14
15
16 17