PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.98B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.4M
3
+$9.88M
4
XOM icon
Exxon Mobil
XOM
+$8.72M
5
UNH icon
UnitedHealth
UNH
+$8.07M

Top Sells

1
+$25.2M
2
+$18.6M
3
+$13.5M
4
OXY icon
Occidental Petroleum
OXY
+$9.42M
5
MDT icon
Medtronic
MDT
+$8.88M

Sector Composition

1 Technology 16.26%
2 Financials 13.29%
3 Healthcare 11.35%
4 Industrials 7.78%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$35.2M 0.71%
56,939
+51
27
$34.7M 0.7%
175,654
+4,441
28
$33.7M 0.68%
73,276
+9,848
29
$32.4M 0.65%
36,494
+1,801
30
$32M 0.64%
292,950
+37,304
31
$31.9M 0.64%
35,961
+275
32
$31.8M 0.64%
280,224
+6,797
33
$31.2M 0.63%
110,106
-1,460
34
$30.3M 0.61%
175,065
-6,138
35
$30.2M 0.61%
205,331
+1,057
36
$30M 0.6%
176,484
+3,942
37
$29.9M 0.6%
157,622
-2,682
38
$29M 0.58%
140,104
+25,312
39
$28M 0.56%
547,897
+18,094
40
$27.9M 0.56%
100,697
-133
41
$27.8M 0.56%
31,129
-339
42
$27.7M 0.56%
83,687
-808
43
$27.2M 0.55%
167,832
+1,820
44
$26.7M 0.54%
319,548
+3,861
45
$26.2M 0.53%
547,967
-32,593
46
$24.6M 0.5%
47,705
+1,806
47
$24.6M 0.49%
182,096
+2,270
48
$24.1M 0.48%
454,273
+18,645
49
$24.1M 0.48%
196,111
+5,721
50
$24M 0.48%
98,901
-346
1
2
3 4 5