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
$4.21B
AUM Growth
+$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.4M
3
+$8.66M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$7.84M
5
GLD icon
SPDR Gold Trust
GLD
+$7.22M

Top Sells

1
+$8.54M
2
+$8.42M
3
+$7.32M
4
NEE icon
NextEra Energy
NEE
+$7.18M
5
AAPL icon
Apple
AAPL
+$7.01M

Sector Composition

1 Technology 16.11%
2 Financials 13.85%
3 Healthcare 10.88%
4 Industrials 7.51%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$29.4M 0.7%
313,866
-17,790
27
$29.1M 0.69%
266,962
-40,819
28
$28.3M 0.67%
553,729
-43,063
29
$28.2M 0.67%
170,603
+8,365
30
$28.2M 0.67%
120,899
-1,163
31
$28.1M 0.67%
61,917
-727
32
$27.4M 0.65%
57,469
-5,116
33
$27.4M 0.65%
115,505
+273
34
$26.5M 0.63%
180,785
+952
35
$26.3M 0.62%
169,749
-1,461
36
$25.9M 0.62%
165,556
-2,623
37
$25.9M 0.61%
107,382
-13,682
38
$24.9M 0.59%
252,500
-46,317
39
$24.8M 0.59%
171,336
-28,443
40
$24.6M 0.58%
252,695
-25,334
41
$24.4M 0.58%
323,325
+10,723
42
$24.3M 0.58%
554,902
-2,217
43
$23.9M 0.57%
581,248
+43,240
44
$23.4M 0.56%
541,107
-28,636
45
$23.3M 0.55%
179,605
-3,288
46
$23.2M 0.55%
110,773
-9,544
47
$21.9M 0.52%
33,233
-62
48
$21.9M 0.52%
37,540
-723
49
$21.7M 0.52%
263,753
-25,051
50
$21.7M 0.52%
179,628
-9,065
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