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
$321M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$4.15M
3
+$1.69M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.36M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.22M

Top Sells

1
+$4.86M
2
+$2.33M
3
+$1.43M
4
PWR icon
Quanta Services
PWR
+$1.31M
5
MSFT icon
Microsoft
MSFT
+$1.17M

Sector Composition

1 Financials 13.63%
2 Healthcare 13.45%
3 Technology 10.71%
4 Consumer Staples 9.08%
5 Industrials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.01M 0.63%
15,305
-7,205
52
$1.95M 0.61%
19,552
+519
53
$1.84M 0.57%
30,593
+22,478
54
$1.83M 0.57%
83,181
55
$1.81M 0.56%
25,382
+1,786
56
$1.77M 0.55%
46,640
-128,240
57
$1.68M 0.52%
24,378
+315
58
$1.57M 0.49%
29,813
-12,771
59
$1.52M 0.47%
22,877
-941
60
$1.47M 0.46%
36,749
-3,186
61
$1.46M 0.45%
10,977
-7,410
62
$1.43M 0.45%
24,470
+3,640
63
$1.42M 0.44%
18,128
-815
64
$1.41M 0.44%
16,448
+307
65
$1.39M 0.43%
19,191
-4,289
66
$1.35M 0.42%
23,578
-7,576
67
$1.34M 0.42%
29,912
-11,880
68
$1.33M 0.42%
41,400
-31,294
69
$1.33M 0.42%
19,103
-1,118
70
$1.32M 0.41%
28,301
+19,825
71
$1.31M 0.41%
21,538
+205
72
$1.28M 0.4%
29,855
+1,983
73
$1.28M 0.4%
16,979
+1,365
74
$1.25M 0.39%
20,030
-5,988
75
$1.24M 0.39%
5,715
+445
1 2
3
4 5