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
$463M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.11M
3
+$1.78M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.75M
5
TFC icon
Truist Financial
TFC
+$1.51M

Top Sells

1
+$2.5M
2
+$1.83M
3
+$1.08M
4
SO icon
Southern Company
SO
+$941K
5
SYY icon
Sysco
SYY
+$901K

Sector Composition

1 Financials 14.72%
2 Healthcare 11.08%
3 Technology 10.46%
4 Consumer Staples 8.92%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.65M 0.57%
85,827
-5,186
52
$2.58M 0.56%
50,147
+24,177
53
$2.54M 0.55%
57,412
-1,410
54
$2.52M 0.54%
19,059
+4,713
55
$2.5M 0.54%
27,561
-873
56
$2.48M 0.54%
32,181
+6,882
57
$2.46M 0.53%
22,065
+10,656
58
$2.46M 0.53%
29,249
+2,790
59
$2.44M 0.53%
41,084
-960
60
$2.43M 0.53%
61,640
-2,550
61
$2.43M 0.53%
15,302
+714
62
$2.39M 0.52%
47,575
-1,200
63
$2.38M 0.52%
33,439
+356
64
$2.32M 0.5%
31,574
+6,170
65
$2.29M 0.5%
35,993
+7,595
66
$2.27M 0.49%
9,093
+1,419
67
$2.26M 0.49%
45,705
+15,942
68
$2.25M 0.49%
21,684
-47
69
$2.23M 0.48%
28,738
+831
70
$2.2M 0.48%
20,982
+3,184
71
$2.19M 0.47%
28,898
+16,349
72
$2.18M 0.47%
56,560
-4,980
73
$2.17M 0.47%
47,846
+275
74
$2.1M 0.45%
21,964
+2,536
75
$2.09M 0.45%
30,623
+16,332
1 2
3
4 5