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
$2.84B
AUM Growth
+$367M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.9M
3
+$25.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.1M
5
TMO icon
Thermo Fisher Scientific
TMO
+$23M

Top Sells

1
+$18M
2
+$7.5M
3
+$5.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.82M

Sector Composition

1 Financials 14.63%
2 Technology 11.68%
3 Healthcare 9.71%
4 Industrials 7%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.7M 0.41%
123,707
-3,739
77
$11.5M 0.41%
23,931
-4
78
$11.3M 0.4%
89,902
+3,234
79
$11.2M 0.4%
24,958
+1,264
80
$11.2M 0.39%
169,554
+8,364
81
$11.2M 0.39%
128,098
+5,113
82
$10.9M 0.38%
47,159
+283
83
$10.7M 0.38%
106,143
-28,007
84
$10.7M 0.38%
522,356
-264,685
85
$10.6M 0.37%
118,152
+8,551
86
$10.2M 0.36%
195,230
+6,736
87
$10.2M 0.36%
236,016
+6,235
88
$10.1M 0.36%
47,556
+1,773
89
$10.1M 0.35%
51,384
+990
90
$10M 0.35%
281,931
+10,486
91
$9.94M 0.35%
234,055
+4,768
92
$9.55M 0.34%
+39,506
93
$9.49M 0.33%
91,852
-72,603
94
$9.41M 0.33%
34,471
+1,694
95
$9.28M 0.33%
169,904
+46,244
96
$9.07M 0.32%
23,997
+20,816
97
$8.97M 0.32%
67,740
+1,994
98
$8.93M 0.31%
60,913
+2,766
99
$8.66M 0.31%
115,245
+4,213
100
$8.52M 0.3%
83,757
+1,470
2 3
4
5 6