PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
1-Year Est. Return 8.8%
This Quarter Est. Return
1 Year Est. Return
+8.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.16B
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$11.4M
3
+$8.25M
4
NOW icon
ServiceNow
NOW
+$8.2M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.07M

Top Sells

1
+$16.4M
2
+$10.3M
3
+$5.13M
4
DUK icon
Duke Energy
DUK
+$4.95M
5
ORCL icon
Oracle
ORCL
+$4.68M

Sector Composition

1 Financials 13.97%
2 Technology 13.28%
3 Healthcare 10.72%
4 Industrials 7.75%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5K ﹤0.01%
1,450
427
$3K ﹤0.01%
37
428
$3K ﹤0.01%
+57
429
$3K ﹤0.01%
+12
430
$3K ﹤0.01%
+9
431
$3K ﹤0.01%
45
432
$3K ﹤0.01%
+94
433
$2K ﹤0.01%
+19
434
$2K ﹤0.01%
+44
435
$1K ﹤0.01%
+27
436
$1K ﹤0.01%
+20
437
$1K ﹤0.01%
+9
438
$1K ﹤0.01%
+52
439
$1K ﹤0.01%
+14
440
– –
-6,672
441
– –
-3
442
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-240
443
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-1,413
444
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-1,980
445
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-12,699
446
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-1,175
447
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-4,167
448
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-311
449
– –
-730
450
– –
-10,853
16 17
18
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