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
$2.84B
AUM Growth
+$367M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.9M
3
+$25.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.1M
5
TMO icon
Thermo Fisher Scientific
TMO
+$23M

Top Sells

1
+$18M
2
+$7.5M
3
+$5.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.82M

Sector Composition

1 Financials 14.63%
2 Technology 11.68%
3 Healthcare 9.71%
4 Industrials 7%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$26K ﹤0.01%
670
-30
427
$26K ﹤0.01%
+1,255
428
$25K ﹤0.01%
391
429
$25K ﹤0.01%
+565
430
$25K ﹤0.01%
520
-15
431
$23K ﹤0.01%
+155
432
$23K ﹤0.01%
270
433
$23K ﹤0.01%
+264
434
$22K ﹤0.01%
311
435
$22K ﹤0.01%
637
436
$22K ﹤0.01%
895
437
$22K ﹤0.01%
360
438
$19K ﹤0.01%
1,000
439
$19K ﹤0.01%
+880
440
$19K ﹤0.01%
240
441
$19K ﹤0.01%
350
442
$19K ﹤0.01%
+240
443
$18K ﹤0.01%
555
444
$18K ﹤0.01%
2,255
445
$18K ﹤0.01%
744
446
$17K ﹤0.01%
205
+15
447
$16K ﹤0.01%
479
448
$15K ﹤0.01%
+190
449
$14K ﹤0.01%
164
450
$14K ﹤0.01%
566
16 17
18
19 20