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
501
$12.2K ﹤0.01%
195
-165
502
$8.16K ﹤0.01%
95
503
$4.61K ﹤0.01%
55
504
$3.6K ﹤0.01%
188
505
$2.85K ﹤0.01%
45
-839
506
$2.73K ﹤0.01%
94
507
$2.64K ﹤0.01%
115
508
$2.34K ﹤0.01%
57
-13,507
509
$2.13K ﹤0.01%
19
510
$1.75K ﹤0.01%
622
511
$1.4K ﹤0.01%
27
512
$1.25K ﹤0.01%
151
513
$1.08K ﹤0.01%
14
514
$991 ﹤0.01%
52
515
$982 ﹤0.01%
9
516
$896 ﹤0.01%
100
-11,860
517
$534 ﹤0.01%
46
-350
518
$281 ﹤0.01%
10,000
519
$16 ﹤0.01%
4
520
– –
-25
521
– –
-145
522
– –
-1,170
523
– –
-13,844
524
– –
-9,286
525
– –
-130
19 20
21
22 23