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
$2.84B
AUM Growth
+$367M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.9M
3
+$25.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.1M
5
TMO icon
Thermo Fisher Scientific
TMO
+$23M

Top Sells

1
+$18M
2
+$7.5M
3
+$5.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.82M

Sector Composition

1 Financials 14.63%
2 Technology 11.68%
3 Healthcare 9.71%
4 Industrials 7%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.8M 0.87%
317,397
+8,819
27
$24.4M 0.86%
151,049
+48,472
28
$24.3M 0.86%
456,458
+14,361
29
$23.5M 0.83%
469,074
-31,433
30
$22.7M 0.8%
102,105
-185
31
$22.4M 0.79%
172,200
+3,899
32
$22.4M 0.79%
172,227
+60,779
33
$22.4M 0.79%
111,991
+4,759
34
$22.1M 0.78%
63,896
+2,428
35
$22M 0.78%
84,557
+2,251
36
$21.7M 0.77%
256,038
+76,649
37
$21.5M 0.76%
127,274
+74,032
38
$20.8M 0.73%
350,544
+13,434
39
$20M 0.7%
137,539
+3,580
40
$19.4M 0.68%
246,960
+7,017
41
$18.6M 0.66%
87,571
+3,476
42
$18.2M 0.64%
126,213
+125,503
43
$18.1M 0.64%
53,302
+1,903
44
$17.9M 0.63%
98,127
+5,249
45
$17.7M 0.62%
105,593
+52,995
46
$17.6M 0.62%
348,340
+22,612
47
$17.3M 0.61%
81,675
+2,157
48
$17.3M 0.61%
78,990
+1,706
49
$16.5M 0.58%
281,505
+10,191
50
$16.2M 0.57%
275,455
+62,947
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