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
$223M
AUM Growth
+$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$1.21M
3 +$1.16M
4
GILD icon
Gilead Sciences
GILD
+$1.02M
5
CL icon
Colgate-Palmolive
CL
+$810K

Top Sells

1 +$1.78M
2 +$1.7M
3 +$898K
4
IBM icon
IBM
IBM
+$845K
5
PEP icon
PepsiCo
PEP
+$827K

Sector Composition

1 Financials 14.35%
2 Technology 12.64%
3 Healthcare 11.86%
4 Energy 9.6%
5 Industrials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.58M 0.71%
13,322
+300
52
$1.47M 0.66%
42,584
+663
53
$1.4M 0.63%
15,682
+1,449
54
$1.36M 0.61%
19,086
-844
55
$1.35M 0.6%
22,430
-5,100
56
$1.33M 0.59%
37,353
+2,675
57
$1.28M 0.57%
+21,716
58
$1.28M 0.57%
23,692
-40
59
$1.26M 0.56%
22,434
+851
60
$1.23M 0.55%
19,336
+4,635
61
$1.21M 0.54%
+20,062
62
$1.16M 0.52%
+19,616
63
$1.15M 0.51%
22,381
+1,300
64
$1.14M 0.51%
25,928
+672
65
$1.14M 0.51%
18,778
66
$1.12M 0.5%
44,589
-35,604
67
$1.07M 0.48%
30,691
+332
68
$1.06M 0.48%
27,761
+37
69
$1.06M 0.47%
28,237
+2,653
70
$1.05M 0.47%
16,175
+12,488
71
$1.04M 0.47%
13,871
-2,149
72
$1.03M 0.46%
19,837
-47
73
$1.02M 0.46%
18,536
+3,930
74
$1.02M 0.46%
+14,388
75
$1M 0.45%
30,972
+2,026