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
$3.16B
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$11.4M
3
+$8.25M
4
NOW icon
ServiceNow
NOW
+$8.2M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.07M

Top Sells

1
+$16.4M
2
+$10.3M
3
+$5.13M
4
DUK icon
Duke Energy
DUK
+$4.95M
5
ORCL icon
Oracle
ORCL
+$4.68M

Sector Composition

1 Financials 13.97%
2 Technology 13.28%
3 Healthcare 10.72%
4 Industrials 7.75%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12.4M 0.39%
63,771
-19,653
77
$12.3M 0.39%
25,092
+2,110
78
$12.3M 0.39%
16,072
-853
79
$12.1M 0.38%
68,963
+34,471
80
$12.1M 0.38%
92,293
+4,400
81
$11.8M 0.37%
83,107
-20,454
82
$11.6M 0.37%
103,692
+2,075
83
$11.5M 0.37%
96,748
+37,158
84
$11.5M 0.37%
222,991
+24,633
85
$11.5M 0.36%
248,904
+7,933
86
$11.5M 0.36%
278,021
+21,226
87
$11.3M 0.36%
298,090
+12,555
88
$11.3M 0.36%
90,163
-82,283
89
$10.9M 0.35%
399,930
+43,630
90
$10.7M 0.34%
19,183
+14,732
91
$10.4M 0.33%
204,771
+24,189
92
$10.4M 0.33%
41,522
+115
93
$10.4M 0.33%
98,815
-1,335
94
$10.3M 0.33%
102,330
-1,020
95
$10.2M 0.32%
163,002
+18,448
96
$10.1M 0.32%
118,487
+8,642
97
$10M 0.32%
65,540
+6,852
98
$9.99M 0.32%
44,104
+29
99
$9.63M 0.31%
117,615
+102
100
$9.57M 0.3%
21,003
+18,114
2 3
4
5 6