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
$4.98B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.4M
3
+$9.88M
4
XOM icon
Exxon Mobil
XOM
+$8.72M
5
UNH icon
UnitedHealth
UNH
+$8.07M

Top Sells

1
+$25.2M
2
+$18.6M
3
+$13.5M
4
OXY icon
Occidental Petroleum
OXY
+$9.42M
5
MDT icon
Medtronic
MDT
+$8.88M

Sector Composition

1 Technology 16.26%
2 Financials 13.29%
3 Healthcare 11.35%
4 Industrials 7.78%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$301K 0.01%
3,758
+2,708
377
$300K 0.01%
6,226
378
$296K 0.01%
2,040
379
$294K 0.01%
6,497
+162
380
$292K 0.01%
1,016
381
$291K 0.01%
4,792
-62
382
$289K 0.01%
13,050
383
$289K 0.01%
6,959
384
$279K 0.01%
+2,569
385
$279K 0.01%
1,115
-31
386
$277K 0.01%
5,318
+345
387
$276K 0.01%
7,395
-500
388
$272K 0.01%
+1,238
389
$272K 0.01%
14,561
+1,395
390
$271K 0.01%
2,002
-460
391
$269K 0.01%
+3,011
392
$268K 0.01%
2,230
393
$268K 0.01%
+4,815
394
$266K 0.01%
4,325
395
$266K 0.01%
3,540
+720
396
$266K 0.01%
2,705
+9
397
$264K 0.01%
4,484
+570
398
$264K 0.01%
1,022
399
$263K 0.01%
4,594
+167
400
$263K 0.01%
10,222
+68
14 15
16
17 18