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
$463M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.11M
3
+$1.78M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.75M
5
TFC icon
Truist Financial
TFC
+$1.51M

Top Sells

1
+$2.5M
2
+$1.83M
3
+$1.08M
4
SO icon
Southern Company
SO
+$941K
5
SYY icon
Sysco
SYY
+$901K

Sector Composition

1 Financials 14.72%
2 Healthcare 11.08%
3 Technology 10.46%
4 Consumer Staples 8.92%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.08M 0.45%
83,181
77
$2.08M 0.45%
27,995
+552
78
$1.97M 0.43%
12,328
-754
79
$1.97M 0.43%
39,166
+18,655
80
$1.94M 0.42%
30,696
-12,763
81
$1.94M 0.42%
28,948
+5,268
82
$1.88M 0.41%
26,522
+2,967
83
$1.87M 0.4%
58,224
+6,926
84
$1.84M 0.4%
34,028
-2,581
85
$1.77M 0.38%
34,116
+2,568
86
$1.77M 0.38%
50,621
+10,795
87
$1.71M 0.37%
14,084
-3,054
88
$1.68M 0.36%
34,408
+14,570
89
$1.67M 0.36%
33,905
-19,130
90
$1.67M 0.36%
51,999
+9,099
91
$1.63M 0.35%
28,043
+1,981
92
$1.6M 0.35%
30,492
-1,519
93
$1.58M 0.34%
28,158
+1,057
94
$1.58M 0.34%
13,681
+6,152
95
$1.57M 0.34%
20,515
+250
96
$1.55M 0.34%
13,052
+658
97
$1.55M 0.34%
21,366
+484
98
$1.53M 0.33%
21,324
+3,794
99
$1.51M 0.33%
+32,065
100
$1.48M 0.32%
19,694
+2,641
2 3
4
5 6