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
$2.03B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1 +$4.91M
2 +$4.22M
3 +$3.96M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.61M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.43M

Top Sells

1 +$5.04M
2 +$3.15M
3 +$2.38M
4
INTC icon
Intel
INTC
+$2.2M
5
XOM icon
Exxon Mobil
XOM
+$2.05M

Sector Composition

1 Financials 11.39%
2 Technology 10.52%
3 Healthcare 8.25%
4 Industrials 6.8%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$8.52M 0.42%
47,251
-2,305
77
$8.41M 0.41%
22,338
+1,056
78
$8.31M 0.41%
209,760
+706
79
$8.03M 0.4%
50,905
+20,671
80
$7.98M 0.39%
123,585
+2,929
81
$7.77M 0.38%
102,145
-1,837
82
$7.39M 0.36%
80,757
-2,572
83
$7.29M 0.36%
49,972
+1,141
84
$7.01M 0.35%
31,504
+1,175
85
$6.76M 0.33%
29,978
+538
86
$6.68M 0.33%
149,832
-14,171
87
$6.67M 0.33%
114,268
+1,727
88
$6.65M 0.33%
131,696
+48,569
89
$6.63M 0.33%
47,173
-443
90
$6.56M 0.32%
118,229
-1,501
91
$6.52M 0.32%
83,713
-531
92
$6.46M 0.32%
47,937
-4,229
93
$6.38M 0.31%
293,631
-232,274
94
$6.23M 0.31%
110,524
-29,000
95
$6.19M 0.31%
45,513
96
$5.96M 0.29%
48,249
-361
97
$5.88M 0.29%
70,108
-21,482
98
$5.76M 0.28%
47,994
+1,395
99
$5.75M 0.28%
59,779
-144
100
$5.73M 0.28%
104,035
+5,324