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
$4.21B
AUM Growth
+$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.4M
3
+$8.66M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$7.84M
5
GLD icon
SPDR Gold Trust
GLD
+$7.22M

Top Sells

1
+$8.54M
2
+$8.42M
3
+$7.32M
4
NEE icon
NextEra Energy
NEE
+$7.18M
5
AAPL icon
Apple
AAPL
+$7.01M

Sector Composition

1 Technology 16.11%
2 Financials 13.85%
3 Healthcare 10.88%
4 Industrials 7.51%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$15.1M 0.36%
40,040
-95
77
$14.9M 0.35%
171,664
-30,385
78
$14.6M 0.35%
36,429
+4
79
$13.9M 0.33%
13,761
+26
80
$13.9M 0.33%
48,027
-9,398
81
$13.6M 0.32%
58,921
-8,142
82
$13.6M 0.32%
103,651
-11,011
83
$13.5M 0.32%
149,918
-38,790
84
$13.3M 0.32%
106,064
+1,459
85
$13.1M 0.31%
37,095
-2,291
86
$13.1M 0.31%
79,897
+183
87
$13M 0.31%
372,885
+1,916
88
$12.9M 0.31%
235,770
-1,771
89
$12.7M 0.3%
40,804
+16,914
90
$12.4M 0.29%
170,685
+5,749
91
$12.2M 0.29%
129,223
+18,719
92
$12.2M 0.29%
241,263
-35,022
93
$12.1M 0.29%
215,035
+71,856
94
$11.9M 0.28%
4,620
-184
95
$11.8M 0.28%
112,064
-821
96
$11.7M 0.28%
227,285
-27,644
97
$10.6M 0.25%
55,351
+37,793
98
$10.5M 0.25%
25,660
+201
99
$10.4M 0.25%
+98,550
100
$10.3M 0.24%
98,374
+5,873
2 3
4
5 6