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
$4.21B
AUM Growth
+$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.4M
3
+$8.66M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$7.84M
5
GLD icon
SPDR Gold Trust
GLD
+$7.22M

Top Sells

1
+$8.54M
2
+$8.42M
3
+$7.32M
4
NEE icon
NextEra Energy
NEE
+$7.18M
5
AAPL icon
Apple
AAPL
+$7.01M

Sector Composition

1 Technology 16.11%
2 Financials 13.85%
3 Healthcare 10.88%
4 Industrials 7.51%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$21.5M 0.51%
126,517
-3,516
52
$21.2M 0.5%
427,430
+18,410
53
$21.2M 0.5%
431,896
-692
54
$21.1M 0.5%
29,896
+149
55
$20.8M 0.5%
269,449
+1,238
56
$20.2M 0.48%
56,649
-4,248
57
$19.5M 0.46%
92,366
-989
58
$18.9M 0.45%
174,875
-1,051
59
$18.8M 0.45%
339,430
-815
60
$18.8M 0.45%
93,509
-7,298
61
$18.7M 0.44%
22,998
-572
62
$18.2M 0.43%
167,755
+3,182
63
$18M 0.43%
533,501
-249,928
64
$17.6M 0.42%
34,706
-677
65
$17.5M 0.42%
156,996
+45,984
66
$17.1M 0.41%
65,690
-4,057
67
$16.9M 0.4%
354,728
+21,788
68
$16.8M 0.4%
169,949
-1,768
69
$16.5M 0.39%
57,317
-389
70
$16.3M 0.39%
69,995
+6,115
71
$16.2M 0.39%
36,843
+609
72
$16M 0.38%
73,928
-919
73
$15.6M 0.37%
265,132
-22,327
74
$15.6M 0.37%
99,190
-21,092
75
$15.6M 0.37%
133,036
-19,246
1 2
3
4 5