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
451
$13K ﹤0.01%
+335
452
$13K ﹤0.01%
+270
453
$13K ﹤0.01%
1,280
454
$13K ﹤0.01%
176
455
$11K ﹤0.01%
+345
456
$11K ﹤0.01%
842
-89
457
$10K ﹤0.01%
+220
458
$7K ﹤0.01%
378
459
$7K ﹤0.01%
+100
460
$7K ﹤0.01%
197
-433
461
$5K ﹤0.01%
200
462
$3K ﹤0.01%
95
463
$3K ﹤0.01%
100
464
$3K ﹤0.01%
46
465
$3K ﹤0.01%
+96
466
$2K ﹤0.01%
37
467
$1K ﹤0.01%
+16
468
– –
-665
469
– –
-500
470
– –
-190
471
– –
-147
472
$0 ﹤0.01%
+3
473
– –
-195
474
– –
-161
475
– –
-9,089
17 18
19
20 21