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
$2.03B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1 +$4.91M
2 +$4.22M
3 +$3.96M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.61M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.43M

Top Sells

1 +$5.04M
2 +$3.15M
3 +$2.38M
4
INTC icon
Intel
INTC
+$2.2M
5
XOM icon
Exxon Mobil
XOM
+$2.05M

Sector Composition

1 Financials 11.39%
2 Technology 10.52%
3 Healthcare 8.25%
4 Industrials 6.8%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$18.9M 0.93%
97,527
-532
27
$18.4M 0.91%
367,276
-43,827
28
$17.5M 0.86%
226,950
+5,224
29
$17.4M 0.86%
295,864
+4,353
30
$16.9M 0.83%
82,900
+948
31
$16.7M 0.82%
106,221
+480
32
$16.6M 0.82%
98,756
+4,824
33
$16.4M 0.81%
110,753
-297
34
$16.3M 0.8%
92,577
+1,063
35
$15.6M 0.77%
87,730
+165
36
$15M 0.74%
107,537
-1,788
37
$14.9M 0.74%
73,819
+753
38
$14.6M 0.72%
109,751
+3,761
39
$14.6M 0.72%
150,244
+17,483
40
$14.4M 0.71%
62,694
-10,331
41
$13.6M 0.67%
37,037
+7,818
42
$13.1M 0.65%
48,870
+832
43
$12.9M 0.63%
281,150
-2,640
44
$12.7M 0.63%
61,591
-807
45
$12.1M 0.6%
71,644
-2,024
46
$12M 0.59%
229,692
-14,572
47
$12M 0.59%
40,854
+6
48
$11.9M 0.59%
217,084
+3,823
49
$11.7M 0.58%
66,203
+48
50
$11.6M 0.57%
109,085
-2,048