PFP
Pinnacle Financial Partners Portfolio holdings
AUM $4.96B
AUM
$4.96B
AUM Growth
+$24.8M (+0.5%)
Cap. Flow
+$74M
Cap. Flow % of AUM
1.49%
Top 10 Holdings %Top 10 Hldgs %
33.05%
Holding
538
New
21
Increased
216
Reduced
171
Closed
15
Top Buys
| 1 | $20.1M | |
| 2 | $17.6M | |
| 3 | $5.85M | |
| 4 | $5.34M | |
| 5 | $4.98M |
Top Sells
| 1 | $19.4M | |
| 2 | $11M | |
| 3 | $6.67M | |
| 4 | $6.61M | |
| 5 | $4.89M |
Sector Composition
| 1 | Technology | 15.84% |
| 2 | Financials | 14.43% |
| 3 | Healthcare | 9.65% |
| 4 | Industrials | 7.53% |
| 5 | Consumer Discretionary | 7.42% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $319K | 0.01% | 2,850 -24 | -0.8% | -$2.69K | |||
| $314K | 0.01% | 4,995 +86 | +2% | +$5.41K | |||
| $313K | 0.01% | 16,831 -243 | -1% | -$4.52K | |||
| $307K | 0.01% | 2,400 -285 | -11% | -$36.5K | |||
| $298K | 0.01% | 3,000 +646 | +27% | +$64.1K | |||
| $297K | 0.01% | 19,775 +5 | +0% | +$75 | |||
| $297K | 0.01% | 6,472 -614 | -9% | -$28.1K | |||
| $296K | 0.01% | 13,050 +8,700 | +200% | +$197K | |||
| $295K | 0.01% | 6,226 | – | – | |||
| $292K | 0.01% | 5,880 -1,614 | -22% | -$80.3K | |||
| $292K | 0.01% | 8,680 | – | – | |||
| $291K | 0.01% | 885 +85 | +11% | +$27.9K | |||
| $289K | 0.01% | 13,218 -2,420 | -15% | -$53K | |||
| $287K | 0.01% | 10,744 | – | – | |||
| $287K | 0.01% | 4,255 -193 | -4% | -$13K | |||
| $286K | 0.01% | 6,176 +43 | +0.7% | +$1.99K | |||
| $283K | 0.01% | 3,968 | New | +$283K | |||
| $277K | 0.01% | 4,740 -57 | -1% | -$3.34K | |||
| $277K | 0.01% | 408 | New | +$277K | |||
| $272K | 0.01% | 1,201 +5 | +0.4% | +$1.13K | |||
| $269K | 0.01% | 11,232 +194 | +2% | +$4.65K | |||
| $267K | 0.01% | 3,778 | New | +$267K | |||
| $266K | 0.01% | 10,286 +5,175 | +101% | +$134K | |||
| $264K | 0.01% | 4,563 +4,518 | +10,040% | +$262K | |||
| $264K | 0.01% | 1,482 -295 | -17% | -$52.5K |
