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
$321M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$4.15M
3
+$1.69M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.36M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.22M

Top Sells

1
+$4.86M
2
+$2.33M
3
+$1.43M
4
PWR icon
Quanta Services
PWR
+$1.31M
5
MSFT icon
Microsoft
MSFT
+$1.17M

Sector Composition

1 Financials 13.63%
2 Healthcare 13.45%
3 Technology 10.71%
4 Consumer Staples 9.08%
5 Industrials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.13M 0.98%
112,405
+8,465
27
$3.02M 0.94%
30,839
-8,099
28
$2.95M 0.92%
40,563
+533
29
$2.93M 0.91%
34,816
-6,169
30
$2.87M 0.89%
27,274
-8,042
31
$2.74M 0.85%
16,886
-3,808
32
$2.73M 0.85%
30,298
+2,478
33
$2.72M 0.85%
35,023
-6,542
34
$2.67M 0.83%
81,494
+26,364
35
$2.59M 0.81%
55,373
+10,400
36
$2.59M 0.81%
42,808
-3,988
37
$2.57M 0.8%
267,509
+8,998
38
$2.54M 0.79%
36,584
-9,507
39
$2.41M 0.75%
48,269
-8,046
40
$2.38M 0.74%
65,164
-22,612
41
$2.36M 0.73%
44,000
42
$2.33M 0.73%
63,488
+46,060
43
$2.33M 0.73%
76,076
+13,747
44
$2.33M 0.72%
39,960
+7,550
45
$2.27M 0.71%
23,454
-10,377
46
$2.21M 0.69%
47,298
-9,891
47
$2.14M 0.67%
83,495
-31,727
48
$2.08M 0.65%
17,644
+531
49
$2.08M 0.65%
25,566
-3,101
50
$2.06M 0.64%
28,569
-9,609
1
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