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
$4.21B
AUM Growth
+$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1 +$16.2M
2 +$10.4M
3 +$8.66M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$7.84M
5
GLD icon
SPDR Gold Trust
GLD
+$7.22M

Top Sells

1 +$8.54M
2 +$8.42M
3 +$7.32M
4
NEE icon
NextEra Energy
NEE
+$7.18M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$117K ﹤0.01%
5,060
427
$113K ﹤0.01%
1,396
428
$113K ﹤0.01%
6,000
429
$111K ﹤0.01%
2,571
430
$106K ﹤0.01%
7,940
-191
431
$99.1K ﹤0.01%
660
432
$98K ﹤0.01%
270
433
$95.8K ﹤0.01%
400
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434
$93.5K ﹤0.01%
209
435
$93.5K ﹤0.01%
625
436
$91.5K ﹤0.01%
300
437
$91K ﹤0.01%
75
438
$85.9K ﹤0.01%
2,334
439
$85K ﹤0.01%
1,260
440
$83.1K ﹤0.01%
1,125
441
$82.9K ﹤0.01%
+1,008
442
$81.8K ﹤0.01%
1,050
443
$81.6K ﹤0.01%
1,075
444
$77.4K ﹤0.01%
450
445
$76.1K ﹤0.01%
623
446
$74.7K ﹤0.01%
490
447
$73.2K ﹤0.01%
250
448
$73.1K ﹤0.01%
1,599
449
$65.2K ﹤0.01%
296
450
$64K ﹤0.01%
2,000