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
401
$210K 0.01%
+3,120
402
$210K 0.01%
5,802
+87
403
$207K ﹤0.01%
6,814
-264
404
$206K ﹤0.01%
+1,016
405
$205K ﹤0.01%
5,825
406
$205K ﹤0.01%
8,266
-1,897
407
$204K ﹤0.01%
+6,257
408
$203K ﹤0.01%
3,475
409
$203K ﹤0.01%
+3,292
410
$200K ﹤0.01%
2,710
411
$197K ﹤0.01%
11,615
+80
412
$191K ﹤0.01%
10,531
+209
413
$184K ﹤0.01%
3,500
414
$179K ﹤0.01%
14,720
415
$169K ﹤0.01%
836
416
$152K ﹤0.01%
12,434
417
$145K ﹤0.01%
7,748
-711
418
$141K ﹤0.01%
11,060
-862
419
$137K ﹤0.01%
4,477
-4,538
420
$132K ﹤0.01%
3,147
421
$129K ﹤0.01%
1,000
422
$129K ﹤0.01%
15,624
+1,123
423
$128K ﹤0.01%
901
424
$123K ﹤0.01%
103
-27
425
$117K ﹤0.01%
1,530
15 16
17
18 19