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
$463M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.11M
3
+$1.78M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.75M
5
TFC icon
Truist Financial
TFC
+$1.51M

Top Sells

1
+$2.5M
2
+$1.83M
3
+$1.08M
4
SO icon
Southern Company
SO
+$941K
5
SYY icon
Sysco
SYY
+$901K

Sector Composition

1 Financials 14.72%
2 Healthcare 11.08%
3 Technology 10.46%
4 Consumer Staples 8.92%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.93M 1.07%
56,486
+612
27
$4.72M 1.02%
75,426
+3,123
28
$4.66M 1.01%
31,896
+2,663
29
$4.61M 1%
128,765
+5,836
30
$4.22M 0.91%
40,514
-483
31
$4.18M 0.9%
47,215
-3,107
32
$4.13M 0.89%
112,991
+13,671
33
$4.06M 0.88%
52,010
-3,227
34
$3.98M 0.86%
56,818
+7,812
35
$3.89M 0.84%
101,133
-10,012
36
$3.85M 0.83%
116,425
+590
37
$3.82M 0.83%
36,186
-1,315
38
$3.81M 0.82%
55,189
-2,249
39
$3.81M 0.82%
52,683
+10,112
40
$3.77M 0.81%
43,193
-962
41
$3.69M 0.8%
12,221
+8,628
42
$3.55M 0.77%
56,305
+11,572
43
$3.38M 0.73%
45,590
-2,813
44
$3.21M 0.69%
25,921
-601
45
$3.12M 0.67%
55,940
+23,135
46
$3.09M 0.67%
45,638
+1,502
47
$2.94M 0.63%
49,338
+3,604
48
$2.93M 0.63%
37,118
-3,405
49
$2.71M 0.59%
57,463
+11,866
50
$2.71M 0.59%
26,067
-996
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