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
$4.98B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.4M
3
+$9.88M
4
XOM icon
Exxon Mobil
XOM
+$8.72M
5
UNH icon
UnitedHealth
UNH
+$8.07M

Top Sells

1
+$25.2M
2
+$18.6M
3
+$13.5M
4
OXY icon
Occidental Petroleum
OXY
+$9.42M
5
MDT icon
Medtronic
MDT
+$8.88M

Sector Composition

1 Technology 16.26%
2 Financials 13.29%
3 Healthcare 11.35%
4 Industrials 7.78%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17.2M 0.35%
141,620
+2,788
77
$17M 0.34%
61,130
+706
78
$16.8M 0.34%
39,629
-269
79
$16.7M 0.34%
71,775
-1,174
80
$16.5M 0.33%
5,250
+457
81
$16.1M 0.32%
164,093
-8,282
82
$16M 0.32%
177,888
+774
83
$15.7M 0.31%
188,505
-224,280
84
$15.6M 0.31%
37,270
+591
85
$15.4M 0.31%
343,494
-5,222
86
$15.2M 0.31%
108,953
+353
87
$15M 0.3%
117,206
-19,265
88
$14.8M 0.3%
49,637
+1,837
89
$14.7M 0.3%
166,633
+43,397
90
$14.5M 0.29%
70,259
+1,501
91
$14.4M 0.29%
49,733
-606
92
$14.3M 0.29%
130,462
-8,398
93
$14.2M 0.29%
157,762
-98,582
94
$14.2M 0.28%
136,460
+36,595
95
$14.1M 0.28%
155,865
+2,867
96
$13.6M 0.27%
248,275
+3,075
97
$13.3M 0.27%
166,054
+2,955
98
$13.3M 0.27%
115,367
+51,218
99
$13.2M 0.26%
389,311
+1,190
100
$13.2M 0.26%
77,078
+2,538
2 3
4
5 6