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
$2.03B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.22M
3
+$3.96M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.61M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.43M

Top Sells

1
+$5.04M
2
+$3.15M
3
+$2.38M
4
INTC icon
Intel
INTC
+$2.2M
5
XOM icon
Exxon Mobil
XOM
+$2.05M

Sector Composition

1 Financials 11.39%
2 Technology 10.52%
3 Healthcare 8.25%
4 Industrials 6.8%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4K ﹤0.01%
111
-6,401
427
$4K ﹤0.01%
65
428
$4K ﹤0.01%
18
429
$4K ﹤0.01%
75
-38
430
$4K ﹤0.01%
1,751
431
$3K ﹤0.01%
113
432
$3K ﹤0.01%
38
433
$3K ﹤0.01%
125
434
$3K ﹤0.01%
100
435
$3K ﹤0.01%
104
436
$3K ﹤0.01%
46
437
$2K ﹤0.01%
37
438
$2K ﹤0.01%
400
439
$2K ﹤0.01%
29
440
$2K ﹤0.01%
76
441
$2K ﹤0.01%
400
442
$2K ﹤0.01%
25
443
$2K ﹤0.01%
73
444
$2K ﹤0.01%
95
445
$2K ﹤0.01%
19
446
$2K ﹤0.01%
2
447
$2K ﹤0.01%
100
448
$1K ﹤0.01%
10
449
$1K ﹤0.01%
40
450
$1K ﹤0.01%
200
15 16 17
18
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