PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
1-Year Est. Return 8.8%
This Quarter Est. Return
1 Year Est. Return
+8.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.16B
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1 +$21.6M
2 +$11.4M
3 +$8.25M
4
NOW icon
ServiceNow
NOW
+$8.2M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.07M

Top Sells

1 +$16.4M
2 +$10.3M
3 +$5.13M
4
DUK icon
Duke Energy
DUK
+$4.95M
5
ORCL icon
Oracle
ORCL
+$4.68M

Sector Composition

1 Financials 13.97%
2 Technology 13.28%
3 Healthcare 10.72%
4 Industrials 7.75%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$74K ﹤0.01%
+630
377
$73K ﹤0.01%
1,202
378
$71K ﹤0.01%
1,599
379
$66K ﹤0.01%
660
380
$66K ﹤0.01%
314
381
$65K ﹤0.01%
1,892
382
$53K ﹤0.01%
514
383
$52K ﹤0.01%
720
384
$51K ﹤0.01%
435
385
$51K ﹤0.01%
1,190
386
$51K ﹤0.01%
3,591
387
$51K ﹤0.01%
1,102
388
$50K ﹤0.01%
2,524
389
$50K ﹤0.01%
3,051
390
$49K ﹤0.01%
1,032
+589
391
$48K ﹤0.01%
812
+340
392
$48K ﹤0.01%
445
+195
393
$46K ﹤0.01%
1,026
394
$46K ﹤0.01%
928
+414
395
$46K ﹤0.01%
3,700
396
$41K ﹤0.01%
391
397
$38K ﹤0.01%
134
398
$37K ﹤0.01%
2,510
399
$36K ﹤0.01%
1,000
400
$36K ﹤0.01%
270