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
$4.21B
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
476
$30.4K ﹤0.01%
375
477
$29.7K ﹤0.01%
2,510
478
$28.2K ﹤0.01%
145
479
$27.6K ﹤0.01%
328
480
$26.9K ﹤0.01%
130
481
$24.6K ﹤0.01%
730
482
$24.2K ﹤0.01%
30
483
$23.9K ﹤0.01%
130
484
$23.8K ﹤0.01%
2,000
485
$23.1K ﹤0.01%
108
486
$22.6K ﹤0.01%
1,208
487
$22K ﹤0.01%
175
488
$20.4K ﹤0.01%
1,291
489
$19.8K ﹤0.01%
2,255
490
$18.8K ﹤0.01%
325
491
$18.5K ﹤0.01%
360
492
$17.8K ﹤0.01%
65
493
$17.5K ﹤0.01%
206
494
$16.5K ﹤0.01%
479
495
$16.5K ﹤0.01%
130
496
$15.8K ﹤0.01%
146
497
$15.4K ﹤0.01%
895
498
$15K ﹤0.01%
285
499
$14.9K ﹤0.01%
176
500
$14K ﹤0.01%
1,200