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
$2.03B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1 +$4.91M
2 +$4.22M
3 +$3.96M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.61M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.43M

Top Sells

1 +$5.04M
2 +$3.15M
3 +$2.38M
4
INTC icon
Intel
INTC
+$2.2M
5
XOM icon
Exxon Mobil
XOM
+$2.05M

Sector Composition

1 Financials 11.39%
2 Technology 10.52%
3 Healthcare 8.25%
4 Industrials 6.8%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$11.4M 0.56%
95,345
-592
52
$11.4M 0.56%
56,297
-3,257
53
$11.1M 0.55%
56,650
+38
54
$11M 0.54%
327,324
+12,360
55
$10.9M 0.53%
33,027
-4,247
56
$10.7M 0.53%
230,353
+36,426
57
$10.7M 0.53%
91,118
-6,876
58
$10.5M 0.52%
218,455
-16,806
59
$10.1M 0.5%
120,588
-11,773
60
$10.1M 0.5%
110,198
+634
61
$9.89M 0.49%
314,900
+52,251
62
$9.85M 0.49%
162,255
+565
63
$9.78M 0.48%
95,190
-1,068
64
$9.74M 0.48%
81,245
-7,675
65
$9.69M 0.48%
263,228
-21,276
66
$9.65M 0.48%
23,132
-625
67
$9.48M 0.47%
103,204
-4,535
68
$9.22M 0.45%
108,635
+28,283
69
$9.16M 0.45%
7,770
-3
70
$9.08M 0.45%
80,340
-479
71
$9.04M 0.45%
146,353
-919
72
$8.98M 0.44%
42,833
+100
73
$8.71M 0.43%
12,075
+3,285
74
$8.62M 0.42%
32,349
+104
75
$8.52M 0.42%
91,780
+6,572