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
$223M
AUM Growth
+$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$1.21M
3 +$1.16M
4
GILD icon
Gilead Sciences
GILD
+$1.02M
5
CL icon
Colgate-Palmolive
CL
+$810K

Top Sells

1 +$1.78M
2 +$1.7M
3 +$898K
4
IBM icon
IBM
IBM
+$845K
5
PEP icon
PepsiCo
PEP
+$827K

Sector Composition

1 Financials 14.35%
2 Technology 12.64%
3 Healthcare 11.86%
4 Energy 9.6%
5 Industrials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$991K 0.44%
17,476
-450
77
$964K 0.43%
8,631
-597
78
$944K 0.42%
30,977
+9,788
79
$895K 0.4%
20,028
+608
80
$889K 0.4%
35,636
-1,708
81
$864K 0.39%
6,883
-521
82
$863K 0.39%
30,314
+685
83
$842K 0.38%
9,695
-425
84
$812K 0.36%
29,535
-725
85
$788K 0.35%
10,103
+769
86
$763K 0.34%
+14,000
87
$756K 0.34%
17,988
-1,411
88
$721K 0.32%
13,354
+496
89
$714K 0.32%
9,732
+985
90
$696K 0.31%
8,788
-22,471
91
$666K 0.3%
8,125
-20,763
92
$658K 0.29%
20,872
-248
93
$649K 0.29%
13,410
94
$646K 0.29%
7,993
+240
95
$645K 0.29%
6,616
+286
96
$641K 0.29%
538
+10
97
$621K 0.28%
15,915
98
$619K 0.28%
9,153
+1,562
99
$598K 0.27%
11,800
-4,100
100
$588K 0.26%
+2,347