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
451
$135K ﹤0.01%
2,665
-1,701
452
$130K ﹤0.01%
400
453
$126K ﹤0.01%
209
454
$121K ﹤0.01%
1,125
455
$116K ﹤0.01%
1,795
456
$112K ﹤0.01%
75
457
$112K ﹤0.01%
7,940
458
$111K ﹤0.01%
2,571
459
$110K ﹤0.01%
450
460
$109K ﹤0.01%
300
461
$108K ﹤0.01%
84
-19
462
$104K ﹤0.01%
1,075
463
$99.4K ﹤0.01%
+400
464
$86K ﹤0.01%
270
465
$84.6K ﹤0.01%
+288
466
$83.2K ﹤0.01%
+1,467
467
$82.8K ﹤0.01%
625
468
$81.8K ﹤0.01%
1,599
469
$70.7K ﹤0.01%
296
470
$64.5K ﹤0.01%
2,000
471
$64K ﹤0.01%
250
472
$58.6K ﹤0.01%
560
473
$57K ﹤0.01%
+664
474
$56.1K ﹤0.01%
413
475
$55.7K ﹤0.01%
1,750