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
$219M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.21M
3
+$1.2M
4
VOD icon
Vodafone
VOD
+$902K
5
CLB icon
Core Laboratories
CLB
+$714K

Top Sells

1
+$3.61M
2
+$1.09M
3
+$836K
4
MDLZ icon
Mondelez International
MDLZ
+$750K
5
AMZN icon
Amazon
AMZN
+$507K

Sector Composition

1 Financials 13.97%
2 Technology 12.38%
3 Healthcare 10.52%
4 Energy 9.53%
5 Industrials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$907K 0.41%
14,701
+4,104
77
$902K 0.41%
+22,513
78
$902K 0.41%
19,399
+14,036
79
$869K 0.4%
19,420
-3,104
80
$865K 0.4%
10,120
-158
81
$859K 0.39%
28,946
+4,160
82
$821K 0.38%
15,900
-100
83
$810K 0.37%
30,260
+13,965
84
$797K 0.36%
14,606
+7,130
85
$765K 0.35%
8,909
-625
86
$714K 0.33%
+3,740
87
$705K 0.32%
21,120
+732
88
$701K 0.32%
+9,334
89
$697K 0.32%
+5,938
90
$685K 0.31%
12,858
-1,422
91
$647K 0.3%
18,172
92
$642K 0.29%
29,629
+4,290
93
$624K 0.29%
+8,747
94
$616K 0.28%
21,189
+1,958
95
$614K 0.28%
528
+113
96
$611K 0.28%
7,753
-2,704
97
$607K 0.28%
6,330
+251
98
$602K 0.28%
13,410
+8,402
99
$593K 0.27%
+7,790
100
$593K 0.27%
+6,701
2 3
4
5 6