PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.98B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.4M
3
+$9.88M
4
XOM icon
Exxon Mobil
XOM
+$8.72M
5
UNH icon
UnitedHealth
UNH
+$8.07M

Top Sells

1
+$25.2M
2
+$18.6M
3
+$13.5M
4
OXY icon
Occidental Petroleum
OXY
+$9.42M
5
MDT icon
Medtronic
MDT
+$8.88M

Sector Composition

1 Technology 16.26%
2 Financials 13.29%
3 Healthcare 11.35%
4 Industrials 7.78%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$23.9M 0.48%
379,462
-113,041
52
$23.8M 0.48%
242,927
+126,710
53
$23.1M 0.46%
24,297
+53
54
$23M 0.46%
60,299
-1,599
55
$23M 0.46%
135,331
+4,547
56
$22.6M 0.45%
431,179
-4,774
57
$22.4M 0.45%
101,518
+4,437
58
$22.2M 0.45%
485,752
-66,671
59
$22.1M 0.44%
100,159
+1,925
60
$22.1M 0.44%
528,221
-3,111
61
$22M 0.44%
276,585
-17,794
62
$21.2M 0.43%
95,775
+1,635
63
$21.1M 0.42%
36,879
-1,386
64
$20.9M 0.42%
335,392
+8,499
65
$20.6M 0.41%
176,433
+217
66
$19.5M 0.39%
192,476
+97,576
67
$19.4M 0.39%
269,438
+1,229
68
$19.1M 0.38%
184,751
+1,622
69
$19.1M 0.38%
13,354
-76
70
$19M 0.38%
33,324
-1,830
71
$18.8M 0.38%
363,443
+272,439
72
$18.7M 0.38%
61,920
-4,793
73
$18.7M 0.38%
57,954
+532
74
$17.5M 0.35%
66,169
-25
75
$17.4M 0.35%
439,734
-104,088
1 2
3
4 5