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
$2.84B
AUM Growth
+$367M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.9M
3
+$25.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.1M
5
TMO icon
Thermo Fisher Scientific
TMO
+$23M

Top Sells

1
+$18M
2
+$7.5M
3
+$5.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.82M

Sector Composition

1 Financials 14.63%
2 Technology 11.68%
3 Healthcare 9.71%
4 Industrials 7%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.9M 0.56%
58,874
+233
52
$15.8M 0.56%
155,799
+6,051
53
$15.5M 0.55%
144,079
+7,227
54
$15.4M 0.54%
293,585
+6,245
55
$15.4M 0.54%
103,353
+4,245
56
$15.3M 0.54%
9,016
+387
57
$15.2M 0.54%
108,874
+901
58
$15M 0.53%
56,651
+43,272
59
$14.6M 0.51%
34,343
+769
60
$14.5M 0.51%
338,139
+14,557
61
$14.5M 0.51%
100,466
+5,480
62
$14.5M 0.51%
463,684
+26,904
63
$14.4M 0.51%
60,911
+1,881
64
$13.9M 0.49%
86,082
+872
65
$13.9M 0.49%
92,220
+2,208
66
$13.8M 0.49%
255,909
+4,239
67
$13.8M 0.49%
40,771
68
$13.7M 0.48%
16,369
+1,181
69
$12.9M 0.46%
29,979
+1,374
70
$12.8M 0.45%
181,091
+7,948
71
$12.4M 0.44%
110,868
+395
72
$12.1M 0.43%
121,287
+8,728
73
$11.9M 0.42%
108,816
+4,033
74
$11.8M 0.42%
216,617
+11,615
75
$11.7M 0.41%
119,762
+3,229
1 2
3
4 5