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
$4.98B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.4M
3
+$9.88M
4
XOM icon
Exxon Mobil
XOM
+$8.72M
5
UNH icon
UnitedHealth
UNH
+$8.07M

Top Sells

1
+$25.2M
2
+$18.6M
3
+$13.5M
4
OXY icon
Occidental Petroleum
OXY
+$9.42M
5
MDT icon
Medtronic
MDT
+$8.88M

Sector Composition

1 Technology 16.26%
2 Financials 13.29%
3 Healthcare 11.35%
4 Industrials 7.78%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$260K 0.01%
+321
402
$259K 0.01%
11,187
-72
403
$257K 0.01%
8,680
404
$255K 0.01%
6,780
+42
405
$254K 0.01%
3,483
406
$250K 0.01%
922
+209
407
$248K 0.01%
+2,395
408
$247K 0.01%
1,400
-30
409
$244K ﹤0.01%
3,760
+18
410
$241K ﹤0.01%
8,266
411
$239K ﹤0.01%
1,976
412
$233K ﹤0.01%
+1,137
413
$230K ﹤0.01%
2,211
-68
414
$229K ﹤0.01%
11,212
+79
415
$228K ﹤0.01%
5,825
416
$228K ﹤0.01%
3,173
417
$223K ﹤0.01%
2,970
-317
418
$223K ﹤0.01%
212
+18
419
$222K ﹤0.01%
+674
420
$221K ﹤0.01%
913
421
$220K ﹤0.01%
2,700
-1,510
422
$220K ﹤0.01%
1,456
-43
423
$219K ﹤0.01%
631
-184
424
$215K ﹤0.01%
+2,354
425
$215K ﹤0.01%
+277
15 16
17
18 19