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
$3.16B
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$11.4M
3
+$8.25M
4
NOW icon
ServiceNow
NOW
+$8.2M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.07M

Top Sells

1
+$16.4M
2
+$10.3M
3
+$5.13M
4
DUK icon
Duke Energy
DUK
+$4.95M
5
ORCL icon
Oracle
ORCL
+$4.68M

Sector Composition

1 Financials 13.97%
2 Technology 13.28%
3 Healthcare 10.72%
4 Industrials 7.75%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28.9M 0.92%
285,677
+13,303
27
$28.2M 0.89%
124,135
+10,600
28
$27.4M 0.87%
154,830
-5,152
29
$26.3M 0.83%
115,374
-1,984
30
$25.8M 0.82%
155,367
-3,961
31
$24.7M 0.78%
82,637
+3,400
32
$24.4M 0.77%
521,332
+5,123
33
$23.3M 0.74%
143,719
-2,874
34
$23.1M 0.73%
123,458
+8,859
35
$22.9M 0.72%
106,650
+3,583
36
$22.2M 0.7%
301,365
-21,176
37
$21.7M 0.69%
256,701
+6,731
38
$21.7M 0.69%
470,815
-6,864
39
$20.7M 0.66%
204,202
+21,170
40
$19.7M 0.62%
369,797
+17,117
41
$19.5M 0.62%
142,512
+9,801
42
$19.1M 0.61%
93,276
+10,039
43
$18.4M 0.58%
136,994
-4,562
44
$18M 0.57%
363,757
+13,802
45
$17.7M 0.56%
342,282
-4,632
46
$17.1M 0.54%
29,756
+4,088
47
$16.9M 0.54%
337,372
-574
48
$16.5M 0.52%
108,863
+3,526
49
$16.4M 0.52%
306,160
+7,670
50
$16.4M 0.52%
107,010
-2,696
1
2
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