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
$223M
AUM Growth
+$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$1.21M
3 +$1.16M
4
GILD icon
Gilead Sciences
GILD
+$1.02M
5
CL icon
Colgate-Palmolive
CL
+$810K

Top Sells

1 +$1.78M
2 +$1.7M
3 +$898K
4
IBM icon
IBM
IBM
+$845K
5
PEP icon
PepsiCo
PEP
+$827K

Sector Composition

1 Financials 14.35%
2 Technology 12.64%
3 Healthcare 11.86%
4 Energy 9.6%
5 Industrials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$587K 0.26%
6,593
-108
102
$582K 0.26%
15,755
-2,417
103
$571K 0.26%
9,656
-825
104
$568K 0.25%
5,786
+1,076
105
$548K 0.25%
13,771
106
$539K 0.24%
1,795
107
$535K 0.24%
7,165
+165
108
$518K 0.23%
4,559
-305
109
$504K 0.23%
9,296
-105
110
$479K 0.21%
+1,565
111
$473K 0.21%
15,596
+300
112
$463K 0.21%
12,940
-790
113
$458K 0.2%
6,194
-779
114
$450K 0.2%
+11,670
115
$440K 0.2%
+38,750
116
$430K 0.19%
6,428
-11,672
117
$413K 0.18%
7,398
118
$406K 0.18%
+4,678
119
$403K 0.18%
10,969
-11,544
120
$401K 0.18%
5,642
-110
121
$399K 0.18%
5,710
122
$394K 0.18%
3,968
-263
123
$347K 0.16%
10,016
+3,926
124
$346K 0.15%
8,068
+202
125
$335K 0.15%
4,466
-3,324