PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
1-Year Est. Return 8.8%
This Quarter Est. Return
1 Year Est. Return
+8.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.21M
3
+$1.2M
4
VOD icon
Vodafone
VOD
+$902K
5
CLB icon
Core Laboratories
CLB
+$714K

Top Sells

1
+$3.61M
2
+$1.09M
3
+$836K
4
MDLZ icon
Mondelez International
MDLZ
+$750K
5
AMZN icon
Amazon
AMZN
+$507K

Sector Composition

1 Financials 13.97%
2 Technology 12.38%
3 Healthcare 10.52%
4 Energy 9.53%
5 Industrials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.63M 0.74%
13,022
+590
52
$1.6M 0.73%
27,530
-370
53
$1.58M 0.72%
27,773
+22,285
54
$1.5M 0.69%
39,747
+3,083
55
$1.48M 0.68%
41,921
-21,252
56
$1.4M 0.64%
44,482
-7,995
57
$1.38M 0.63%
19,930
+1,373
58
$1.38M 0.63%
14,233
-2,854
59
$1.36M 0.62%
18,100
-1,000
60
$1.32M 0.6%
23,732
-5,680
61
$1.22M 0.56%
34,678
-3,862
62
$1.21M 0.55%
+21,583
63
$1.13M 0.51%
16,020
-121
64
$1.11M 0.51%
27,724
+2,142
65
$1.11M 0.51%
21,081
+7,928
66
$1.1M 0.5%
9,228
-990
67
$1.06M 0.48%
19,884
+200
68
$1.05M 0.48%
18,778
+100
69
$1.04M 0.47%
25,256
+2,852
70
$1.01M 0.46%
7,404
-179
71
$1M 0.46%
30,359
-6,963
72
$998K 0.46%
17,926
-7,918
73
$982K 0.45%
25,584
+3,483
74
$974K 0.45%
10,481
+311
75
$922K 0.42%
37,344
1 2
3
4 5