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
$223M
AUM Growth
+$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$1.21M
3 +$1.16M
4
GILD icon
Gilead Sciences
GILD
+$1.02M
5
CL icon
Colgate-Palmolive
CL
+$810K

Top Sells

1 +$1.78M
2 +$1.7M
3 +$898K
4
IBM icon
IBM
IBM
+$845K
5
PEP icon
PepsiCo
PEP
+$827K

Sector Composition

1 Financials 14.35%
2 Technology 12.64%
3 Healthcare 11.86%
4 Energy 9.6%
5 Industrials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.71M 1.21%
35,176
+9
27
$2.66M 1.19%
29,575
+131
28
$2.59M 1.16%
70,226
-5,050
29
$2.51M 1.12%
42,216
-264
30
$2.5M 1.12%
64,698
+1,292
31
$2.47M 1.1%
51,897
+5,311
32
$2.46M 1.1%
89,954
+1,637
33
$2.44M 1.09%
29,763
+485
34
$2.3M 1.03%
23,621
-1,318
35
$2.29M 1.02%
18,542
+168
36
$2.25M 1.01%
24,139
+221
37
$2.22M 1%
29,710
+4,679
38
$2.2M 0.98%
94,662
+12,231
39
$2.13M 0.95%
30,268
+1,829
40
$2.1M 0.94%
27,067
+27
41
$2.08M 0.93%
40,930
+2,492
42
$2.06M 0.92%
25,747
-4,334
43
$2.03M 0.91%
49,439
+3,059
44
$2.02M 0.9%
36,032
+1,450
45
$1.83M 0.82%
20,771
+1,779
46
$1.76M 0.79%
32,527
+1,378
47
$1.72M 0.77%
51,976
+12,229
48
$1.71M 0.77%
64,636
-4,510
49
$1.67M 0.75%
45,246
+764
50
$1.67M 0.75%
34,200
+6,427