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
476
$55.3K ﹤0.01%
2,000
477
$54.1K ﹤0.01%
442
478
$51.6K ﹤0.01%
1,480
479
$50.2K ﹤0.01%
6,000
480
$48.5K ﹤0.01%
1,000
481
$48.2K ﹤0.01%
730
-800
482
$48.1K ﹤0.01%
1,026
483
$46.6K ﹤0.01%
+190
484
$46K ﹤0.01%
100
485
$42K ﹤0.01%
+602
486
$40.9K ﹤0.01%
891
487
$36.2K ﹤0.01%
373
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488
$33.6K ﹤0.01%
2,510
489
$33.3K ﹤0.01%
895
490
$31.5K ﹤0.01%
328
491
$26.8K ﹤0.01%
100
492
$25.3K ﹤0.01%
2,000
493
$23.7K ﹤0.01%
730
494
$23.4K ﹤0.01%
494
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495
$20.8K ﹤0.01%
77
-1,389
496
$20.6K ﹤0.01%
115
-545
497
$19.6K ﹤0.01%
146
498
$14.9K ﹤0.01%
10,487
499
$14.4K ﹤0.01%
1,200
500
$14.1K ﹤0.01%
300
-2,034
18 19
20
21 22