PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
This Quarter Return
-1.49%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$4.96B
AUM Growth
+$24.8M
Cap. Flow
+$69.5M
Cap. Flow %
1.4%
Top 10 Hldgs %
33.05%
Holding
538
New
21
Increased
216
Reduced
171
Closed
15

Sector Composition

1Technology15.84%
2Financials14.43%
3Healthcare9.65%
4Industrials7.53%
5Consumer Discretionary7.42%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$12.8M0.26% 213,561
+5,477
+3%
+$328K
$12.7M0.26% 92,624
+4,341
+5%
+$594K
$12.5M0.25% 21,585
+2,485
+13%
+$1.44M
$12.4M0.25% 129,957
-24,539
-16%
-$2.34M
$12.3M0.25% 60,099
+2,191
+4%
+$449K
$12.1M0.24% 26,121
+148
+0.6%
+$68.6K
$12.1M0.24% 373,769
+43,932
+13%
+$1.42M
$11.8M0.24% 23,846
+517
+2%
+$256K
$11.7M0.23% 387,242
+33,970
+10%
+$1.02M
$11.6M0.23% 140,224
-36,840
-21%
-$3.05M
$11.4M0.23% 125,491
-4,046
-3%
-$369K
$11.3M0.23% 201,547
-6,001
-3%
-$338K
$11.1M0.22% 102,121
+6,235
+7%
+$680K
$11.1M0.22% 38,132
+339
+0.9%
+$98.9K
$11M0.22% 115,007
-25,684
-18%
-$2.45M
$10.9M0.22% 17,789
+623
+4%
+$383K
$10.8M0.22% 208,052
-1,532
-0.7%
-$79.9K
$10.8M0.22% 189,804
+38,476
+25%
+$2.2M
$10.7M0.22% 81,130
-93
-0.1%
-$12.3K
$10.3M0.21% 93,177
+3,198
+4%
+$352K
$10.2M0.21% 112,197
-2,532
-2%
-$230K
$10.2M0.21% 348,265
+7,541
+2%
+$220K
$10.1M0.2% 130,590
-1,915
-1%
-$149K
$10M0.2% 32,293
-789
-2%
-$245K
$9.8M0.2% 50,481
+8,685
+21%
+$1.69M