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
$3.16B
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$11.4M
3
+$8.25M
4
NOW icon
ServiceNow
NOW
+$8.2M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.07M

Top Sells

1
+$16.4M
2
+$10.3M
3
+$5.13M
4
DUK icon
Duke Energy
DUK
+$4.95M
5
ORCL icon
Oracle
ORCL
+$4.68M

Sector Composition

1 Financials 13.97%
2 Technology 13.28%
3 Healthcare 10.72%
4 Industrials 7.75%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.3M 0.52%
62,648
+803
52
$16.3M 0.52%
287,070
+3,174
53
$16.2M 0.51%
64,647
-1,990
54
$15.6M 0.5%
190,664
+1,906
55
$15.6M 0.49%
517,181
+21,704
56
$15.5M 0.49%
131,682
+9,572
57
$15.4M 0.49%
7,544
-1,688
58
$15.3M 0.48%
125,245
+5,049
59
$15.2M 0.48%
36,934
+2,158
60
$15.1M 0.48%
63,306
+594
61
$15.1M 0.48%
42,659
+631
62
$14.4M 0.45%
85,755
-7,697
63
$14.3M 0.45%
31,603
+1,082
64
$14.1M 0.45%
58,160
-575
65
$14M 0.44%
40,289
-29
66
$14M 0.44%
57,919
+5,445
67
$13.8M 0.44%
62,144
+5,210
68
$13.7M 0.44%
123,896
-1,464
69
$13.5M 0.43%
241,623
+20,151
70
$13.2M 0.42%
122,772
+15,166
71
$13.2M 0.42%
114,206
+8,981
72
$13.2M 0.42%
53,001
+22,206
73
$12.9M 0.41%
213,754
+30,737
74
$12.6M 0.4%
203,889
-4,262
75
$12.6M 0.4%
43,846
-3,627
1 2
3
4 5