PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
1-Year Est. Return 8.8%
This Quarter Est. Return
1 Year Est. Return
+8.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.21M
3
+$1.2M
4
VOD icon
Vodafone
VOD
+$902K
5
CLB icon
Core Laboratories
CLB
+$714K

Top Sells

1
+$3.61M
2
+$1.09M
3
+$836K
4
MDLZ icon
Mondelez International
MDLZ
+$750K
5
AMZN icon
Amazon
AMZN
+$507K

Sector Composition

1 Financials 13.97%
2 Technology 12.38%
3 Healthcare 10.52%
4 Energy 9.53%
5 Industrials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.66M 1.22%
31,662
-3,854
27
$2.62M 1.2%
63,406
+3,858
28
$2.57M 1.18%
31,259
-3,060
29
$2.52M 1.15%
42,480
-1,968
30
$2.52M 1.15%
28,888
-2,346
31
$2.42M 1.11%
29,751
+1,049
32
$2.34M 1.07%
29,278
-3,705
33
$2.3M 1.05%
30,081
-3,905
34
$2.29M 1.05%
46,586
+2,710
35
$2.25M 1.03%
23,918
-2,917
36
$2.25M 1.03%
24,939
-9,280
37
$2.22M 1.02%
38,438
-4,973
38
$2.22M 1.02%
31,455
-3,007
39
$2.22M 1.01%
88,317
-11,287
40
$2.17M 0.99%
27,040
-4,483
41
$2.1M 0.96%
18,374
-3,510
42
$2.04M 0.93%
28,439
-3,655
43
$1.99M 0.91%
80,193
-6,520
44
$1.94M 0.89%
46,380
+6,915
45
$1.9M 0.87%
82,431
+27,158
46
$1.86M 0.85%
34,582
+7,138
47
$1.84M 0.84%
69,146
-2,092
48
$1.79M 0.82%
25,031
-4,131
49
$1.69M 0.77%
31,149
-4,466
50
$1.69M 0.77%
18,992
+265
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