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
$4.21B
AUM Growth
+$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.4M
3
+$8.66M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$7.84M
5
GLD icon
SPDR Gold Trust
GLD
+$7.22M

Top Sells

1
+$8.54M
2
+$8.42M
3
+$7.32M
4
NEE icon
NextEra Energy
NEE
+$7.18M
5
AAPL icon
Apple
AAPL
+$7.01M

Sector Composition

1 Technology 16.11%
2 Financials 13.85%
3 Healthcare 10.88%
4 Industrials 7.51%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$261K 0.01%
+642
377
$260K 0.01%
8,400
+203
378
$260K 0.01%
2,058
+125
379
$260K 0.01%
4,513
+154
380
$253K 0.01%
4,939
-140
381
$253K 0.01%
7,342
-1,248
382
$251K 0.01%
527
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383
$251K 0.01%
8,680
384
$250K 0.01%
+10,867
385
$249K 0.01%
6,611
-6,297
386
$247K 0.01%
1,089
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387
$242K 0.01%
13,050
388
$240K 0.01%
3,727
-921
389
$239K 0.01%
10,130
+54
390
$238K 0.01%
1,001
-13
391
$234K 0.01%
2,615
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392
$232K 0.01%
+3,445
393
$224K 0.01%
+2,230
394
$222K 0.01%
+1,275
395
$218K 0.01%
+4,320
396
$218K 0.01%
+1,586
397
$217K 0.01%
+1,250
398
$217K 0.01%
+3,086
399
$215K 0.01%
5,728
-4,460
400
$214K 0.01%
+1,526
14 15
16
17 18