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
426
$214K ﹤0.01%
10,744
427
$211K ﹤0.01%
3,142
428
$211K ﹤0.01%
+2,745
429
$211K ﹤0.01%
3,320
-2,326
430
$209K ﹤0.01%
4,429
-765
431
$209K ﹤0.01%
+1,955
432
$209K ﹤0.01%
+1,344
433
$204K ﹤0.01%
+3,310
434
$201K ﹤0.01%
2,060
-259
435
$201K ﹤0.01%
+4,024
436
$187K ﹤0.01%
3,523
-3,124
437
$185K ﹤0.01%
+15,000
438
$185K ﹤0.01%
2,386
-10,555
439
$185K ﹤0.01%
2,710
440
$184K ﹤0.01%
901
441
$182K ﹤0.01%
12,434
442
$182K ﹤0.01%
12,373
-158
443
$181K ﹤0.01%
9,503
-3,973
444
$177K ﹤0.01%
1,000
445
$166K ﹤0.01%
836
446
$155K ﹤0.01%
14,720
447
$155K ﹤0.01%
1,395
+13
448
$150K ﹤0.01%
3,147
449
$147K ﹤0.01%
6,755
-993
450
$136K ﹤0.01%
6,000
16 17
18
19 20