PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
This Quarter Return
-1.49%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$4.96B
AUM Growth
+$24.8M
Cap. Flow
+$69.5M
Cap. Flow %
1.4%
Top 10 Hldgs %
33.05%
Holding
538
New
21
Increased
216
Reduced
171
Closed
15

Sector Composition

1Technology15.84%
2Financials14.43%
3Healthcare9.65%
4Industrials7.53%
5Consumer Discretionary7.42%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$23.2M0.47% 39,833
+1,045
+3%
+$610K
$23M0.46% 182,634
+8,127
+5%
+$1.02M
$23M0.46% 486,248
+540
+0.1%
+$25.6K
$22.8M0.46% 275,763
+64,537
+31%
+$5.34M
$22.7M0.46% 230,007
+32,942
+17%
+$3.25M
$22.3M0.45% 285,099
+4,546
+2%
+$356K
$21.9M0.44% 79,940
+838
+1%
+$230K
$21.7M0.44% 62,026
+428
+0.7%
+$149K
$21.5M0.43% 138,872
-3,749
-3%
-$580K
$20.7M0.42% 358,863
-2,455
-0.7%
-$141K
$20.1M0.41%
+21,239
New
+$20.1M
$19.9M0.4% 151,155
-3,025
-2%
-$398K
$19.7M0.4% 93,971
-965
-1%
-$202K
$19.6M0.39% 447,678
+6,599
+2%
+$288K
$19.5M0.39% 272,625
+2,009
+0.7%
+$144K
$19.4M0.39% 185,375
+6,680
+4%
+$699K
$19.3M0.39% 72,550
+344
+0.5%
+$91.7K
$19.3M0.39% 74,573
+6,697
+10%
+$1.73M
$19.1M0.39% 517,946
-10,547
-2%
-$389K
$19M0.38% 324,456
+19,243
+6%
+$1.13M
$18.3M0.37% 59,110
-323
-0.5%
-$100K
$18.3M0.37% 13,258
+20
+0.2%
+$27.6K
$17.7M0.36% 33,140
-450
-1%
-$241K
$17.4M0.35% 5,204
-43
-0.8%
-$144K
$16.9M0.34% 160,266
+37,724
+31%
+$3.98M