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
$321M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$4.15M
3
+$1.69M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.36M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.22M

Top Sells

1
+$4.86M
2
+$2.33M
3
+$1.43M
4
PWR icon
Quanta Services
PWR
+$1.31M
5
MSFT icon
Microsoft
MSFT
+$1.17M

Sector Composition

1 Financials 13.63%
2 Healthcare 13.45%
3 Technology 10.71%
4 Consumer Staples 9.08%
5 Industrials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.24M 0.39%
24,614
+2,365
77
$1.22M 0.38%
20,181
+653
78
$1.22M 0.38%
+58,324
79
$1.22M 0.38%
33,570
+1,968
80
$1.2M 0.37%
12,875
-6,158
81
$1.2M 0.37%
35,189
-2,344
82
$1.17M 0.36%
19,350
-12,707
83
$1.16M 0.36%
7,165
-1,749
84
$1.14M 0.35%
16,939
+11,510
85
$1.13M 0.35%
21,255
-291
86
$1.1M 0.34%
126,801
+2,865
87
$1.07M 0.33%
16,996
-529
88
$1.06M 0.33%
8,343
89
$1.05M 0.33%
4,154
-61
90
$1.03M 0.32%
8,996
+1,080
91
$1M 0.31%
7,589
+264
92
$981K 0.31%
8,193
+3,379
93
$971K 0.3%
20,567
-14,676
94
$966K 0.3%
27,616
-10,836
95
$955K 0.3%
10,922
-2,842
96
$943K 0.29%
25,717
-3,615
97
$937K 0.29%
34,514
+1,240
98
$929K 0.29%
27,758
-9,384
99
$917K 0.29%
10,433
+486
100
$901K 0.28%
15,479
-1,145
2 3
4
5 6