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
$2.84B
AUM Growth
+$367M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.9M
3
+$25.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.1M
5
TMO icon
Thermo Fisher Scientific
TMO
+$23M

Top Sells

1
+$18M
2
+$7.5M
3
+$5.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.82M

Sector Composition

1 Financials 14.63%
2 Technology 11.68%
3 Healthcare 9.71%
4 Industrials 7%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$175K 0.01%
2,920
377
$171K 0.01%
12,251
378
$142K 0.01%
8,659
379
$129K ﹤0.01%
2,433
-634
380
$125K ﹤0.01%
2,704
-1,450
381
$120K ﹤0.01%
376
382
$119K ﹤0.01%
1,625
383
$115K ﹤0.01%
+5,000
384
$109K ﹤0.01%
11,000
385
$86K ﹤0.01%
2,334
386
$85K ﹤0.01%
1,595
387
$85K ﹤0.01%
2,000
388
$82K ﹤0.01%
17,970
389
$80K ﹤0.01%
660
390
$74K ﹤0.01%
655
+220
391
$66K ﹤0.01%
1,599
392
$66K ﹤0.01%
783
393
$65K ﹤0.01%
565
394
$62K ﹤0.01%
1,000
-470
395
$59K ﹤0.01%
314
396
$59K ﹤0.01%
3,591
397
$59K ﹤0.01%
1,450
398
$58K ﹤0.01%
2,524
399
$55K ﹤0.01%
134
400
$55K ﹤0.01%
427
14 15
16
17 18