PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.96B
1-Year Return
8.8%
This Quarter Return
+11.43%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$4.21B
AUM Growth
+$344M
(+8.9%)
Cap. Flow
-$66.4M
Cap. Flow
% of AUM
-1.58%
Top 10 Holdings %
Top 10 Hldgs %
32.62%
Holding
541
New
31
Increased
170
Reduced
194
Closed
15
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$16.2M |
| 2 |
Invesco Short Term Treasury ETF
TBLL
|
+$10.4M |
| 3 |
Occidental Petroleum
OXY
|
+$8.66M |
| 4 |
Canadian Imperial Bank of Commerce
CM
|
+$7.84M |
| 5 |
SPDR Gold Trust
GLD
|
+$7.22M |
Top Sells
| 1 |
Cisco
CSCO
|
+$8.54M |
| 2 |
Bank of America
BAC
|
+$8.42M |
| 3 |
HCA Healthcare
HCA
|
+$7.32M |
| 4 |
NextEra Energy, Inc.
NEE
|
+$7.18M |
| 5 |
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% |
