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
501
$13.8K ﹤0.01%
220
502
$13.7K ﹤0.01%
50
503
$11.3K ﹤0.01%
10,487
504
$10.2K ﹤0.01%
240
505
$9.86K ﹤0.01%
376
506
$8.88K ﹤0.01%
300
507
$5.1K ﹤0.01%
622
-1
508
$4.67K ﹤0.01%
95
509
$4.5K ﹤0.01%
200
510
$4.29K ﹤0.01%
396
511
$3.59K ﹤0.01%
12
512
$3.18K ﹤0.01%
55
-4,231
513
$2.75K ﹤0.01%
94
514
$2.71K ﹤0.01%
188
515
$2.58K ﹤0.01%
45
516
$2.39K ﹤0.01%
115
517
$2.3K ﹤0.01%
158
518
$1.72K ﹤0.01%
151
-1,140
519
$1.69K ﹤0.01%
25
520
$1.56K ﹤0.01%
500
521
$1.43K ﹤0.01%
10,000
522
$1.27K ﹤0.01%
9
523
$1.11K ﹤0.01%
27
524
$1.06K ﹤0.01%
14
525
$881 ﹤0.01%
52
18 19 20
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