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
$219M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.21M
3
+$1.2M
4
VOD icon
Vodafone
VOD
+$902K
5
CLB icon
Core Laboratories
CLB
+$714K

Top Sells

1
+$3.61M
2
+$1.09M
3
+$836K
4
MDLZ icon
Mondelez International
MDLZ
+$750K
5
AMZN icon
Amazon
AMZN
+$507K

Sector Composition

1 Financials 13.97%
2 Technology 12.38%
3 Healthcare 10.52%
4 Energy 9.53%
5 Industrials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$586K 0.27%
15,915
102
$585K 0.27%
7,000
+1,400
103
$565K 0.26%
4,864
+1,240
104
$562K 0.26%
6,973
105
$514K 0.23%
13,730
+2,760
106
$507K 0.23%
13,771
107
$495K 0.23%
4,595
+500
108
$494K 0.23%
1,795
-35
109
$487K 0.22%
15,296
+1,830
110
$482K 0.22%
5,710
+170
111
$479K 0.22%
7,591
-5,293
112
$449K 0.21%
9,401
+551
113
$437K 0.2%
24,670
+5,885
114
$426K 0.19%
+8,590
115
$415K 0.19%
+6,214
116
$399K 0.18%
7,398
117
$395K 0.18%
4,710
118
$384K 0.18%
4,231
-292
119
$372K 0.17%
5,752
+200
120
$332K 0.15%
+7,866
121
$330K 0.15%
12,591
+120
122
$326K 0.15%
1,970
123
$303K 0.14%
9,150
124
$301K 0.14%
2,545
-196
125
$299K 0.14%
13,316
+11,427
3 4
5
6 7