PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
This Quarter Return
-1.49%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$4.96B
AUM Growth
+$24.8M
Cap. Flow
+$69.5M
Cap. Flow %
1.4%
Top 10 Hldgs %
33.05%
Holding
538
New
21
Increased
216
Reduced
171
Closed
15

Sector Composition

1Technology15.84%
2Financials14.43%
3Healthcare9.65%
4Industrials7.53%
5Consumer Discretionary7.42%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$35.6M0.72% 292,878
-163
-0.1%
-$19.8K
$35.5M0.72% 171,020
-2,958
-2%
-$614K
$34.7M0.7% 68,570
+1,169
+2%
+$591K
$33.5M0.68% 202,460
-901
-0.4%
-$149K
$32.4M0.65% 39,198
+3,916
+11%
+$3.23M
$32.2M0.65% 171,254
-7,118
-4%
-$1.34M
$31.5M0.64% 141,683
+1,315
+0.9%
+$293K
$31.1M0.63% 189,291
+22,991
+14%
+$3.78M
$30.1M0.61% 402,838
+235,727
+141%
+$17.6M
$29.1M0.59% 171,154
-3,491
-2%
-$594K
$29M0.58% 579,569
+14,745
+3%
+$738K
$28.8M0.58% 353,697
+23,108
+7%
+$1.88M
$28.8M0.58% 104,545
+103
+0.1%
+$28.3K
$28.5M0.58% 56,870
-20
-0%
-$10K
$28.4M0.57% 92,947
-1,677
-2%
-$512K
$27.9M0.56% 97,289
-2,631
-3%
-$754K
$27.8M0.56% 180,864
+5,404
+3%
+$830K
$27.4M0.55% 30,857
-327
-1%
-$290K
$27M0.54% 101,870
+789
+0.8%
+$209K
$26.6M0.54% 594,759
+23,528
+4%
+$1.05M
$25.6M0.52% 103,034
-890
-0.9%
-$221K
$25.2M0.51% 488,467
+23,557
+5%
+$1.22M
$24.9M0.5% 49,031
+780
+2%
+$396K
$24.3M0.49% 427,286
-3,693
-0.9%
-$210K
$23.6M0.47% 52,438
-957
-2%
-$430K