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
$2.03B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.22M
3
+$3.96M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.61M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.43M

Top Sells

1
+$5.04M
2
+$3.15M
3
+$2.38M
4
INTC icon
Intel
INTC
+$2.2M
5
XOM icon
Exxon Mobil
XOM
+$2.05M

Sector Composition

1 Financials 11.39%
2 Technology 10.52%
3 Healthcare 8.25%
4 Industrials 6.8%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$36K ﹤0.01%
350
377
$36K ﹤0.01%
2,334
378
$36K ﹤0.01%
1,892
379
$35K ﹤0.01%
660
380
$34K ﹤0.01%
1,000
381
$29K ﹤0.01%
1,000
382
$28K ﹤0.01%
1,400
383
$27K ﹤0.01%
2,234
384
$27K ﹤0.01%
127
385
$27K ﹤0.01%
225
386
$26K ﹤0.01%
1,026
387
$24K ﹤0.01%
270
388
$22K ﹤0.01%
700
389
$22K ﹤0.01%
20
390
$21K ﹤0.01%
590
-5,805
391
$20K ﹤0.01%
95
392
$20K ﹤0.01%
2,000
393
$19K ﹤0.01%
1,000
394
$19K ﹤0.01%
240
395
$18K ﹤0.01%
339
396
$16K ﹤0.01%
311
397
$16K ﹤0.01%
637
398
$16K ﹤0.01%
164
399
$16K ﹤0.01%
360
400
$15K ﹤0.01%
70
14 15
16
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