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
401
$33K ﹤0.01%
127
402
$33K ﹤0.01%
1,312
+22
403
$31K ﹤0.01%
2,000
404
$29K ﹤0.01%
2,234
405
$29K ﹤0.01%
225
406
$28K ﹤0.01%
670
407
$28K ﹤0.01%
1,145
408
$24K ﹤0.01%
20
409
$21K ﹤0.01%
270
410
$21K ﹤0.01%
2,255
411
$19K ﹤0.01%
744
412
$16K ﹤0.01%
164
413
$15K ﹤0.01%
420
414
$15K ﹤0.01%
190
-15
415
$15K ﹤0.01%
190
416
$14K ﹤0.01%
176
417
$14K ﹤0.01%
360
418
$13K ﹤0.01%
1,280
419
$13K ﹤0.01%
350
420
$12K ﹤0.01%
895
421
$12K ﹤0.01%
479
422
$8K ﹤0.01%
779
-18
423
$6K ﹤0.01%
378
424
$5K ﹤0.01%
200
425
$5K ﹤0.01%
100
15 16
17
18 19