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
451
$61.9K ﹤0.01%
1,000
452
$59.5K ﹤0.01%
413
453
$53.8K ﹤0.01%
135
454
$53K ﹤0.01%
560
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$51.5K ﹤0.01%
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456
$50.2K ﹤0.01%
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$50.1K ﹤0.01%
6,000
458
$49.3K ﹤0.01%
442
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$48.8K ﹤0.01%
1,170
460
$48.1K ﹤0.01%
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461
$44K ﹤0.01%
200
462
$43.6K ﹤0.01%
485
463
$43.3K ﹤0.01%
335
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$42.4K ﹤0.01%
310
465
$40.9K ﹤0.01%
1,026
466
$39K ﹤0.01%
245
467
$36.2K ﹤0.01%
335
468
$35.3K ﹤0.01%
180
469
$34.3K ﹤0.01%
120
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$32.3K ﹤0.01%
714
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471
$31.4K ﹤0.01%
75
472
$31K ﹤0.01%
100
473
$31K ﹤0.01%
500
474
$30.7K ﹤0.01%
130
475
$30.7K ﹤0.01%
1,480