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
401
$14K ﹤0.01%
555
402
$14K ﹤0.01%
300
403
$13K ﹤0.01%
200
404
$12K ﹤0.01%
566
405
$11K ﹤0.01%
25
406
$11K ﹤0.01%
1,280
407
$11K ﹤0.01%
313
408
$11K ﹤0.01%
744
409
$10K ﹤0.01%
440
410
$10K ﹤0.01%
350
411
$9K ﹤0.01%
289
412
$9K ﹤0.01%
2,314
413
$8K ﹤0.01%
50
414
$8K ﹤0.01%
295
415
$8K ﹤0.01%
176
416
$8K ﹤0.01%
101
417
$7K ﹤0.01%
100
418
$7K ﹤0.01%
378
419
$6K ﹤0.01%
100
420
$6K ﹤0.01%
200
421
$5K ﹤0.01%
60
422
$5K ﹤0.01%
200
423
$5K ﹤0.01%
44
424
$5K ﹤0.01%
300
425
$4K ﹤0.01%
320
15 16
17
18 19