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
401
$54K ﹤0.01%
3,700
402
$54K ﹤0.01%
2,139
403
$53K ﹤0.01%
419
404
$53K ﹤0.01%
750
405
$52K ﹤0.01%
3,051
406
$51K ﹤0.01%
1,190
407
$51K ﹤0.01%
720
408
$51K ﹤0.01%
2,500
409
$51K ﹤0.01%
1,102
410
$50K ﹤0.01%
514
-580
411
$46K ﹤0.01%
1,000
412
$44K ﹤0.01%
1,026
413
$43K ﹤0.01%
2,510
414
$42K ﹤0.01%
127
415
$41K ﹤0.01%
238
416
$40K ﹤0.01%
1,892
417
$35K ﹤0.01%
2,000
418
$34K ﹤0.01%
20
419
$32K ﹤0.01%
40
420
$32K ﹤0.01%
225
421
$31K ﹤0.01%
2,234
422
$31K ﹤0.01%
+270
423
$30K ﹤0.01%
3,579
424
$30K ﹤0.01%
1,400
425
$29K ﹤0.01%
+130
15 16
17
18 19