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
$321M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$4.15M
3
+$1.69M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.36M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.22M

Top Sells

1
+$4.86M
2
+$2.33M
3
+$1.43M
4
PWR icon
Quanta Services
PWR
+$1.31M
5
MSFT icon
Microsoft
MSFT
+$1.17M

Sector Composition

1 Financials 13.63%
2 Healthcare 13.45%
3 Technology 10.71%
4 Consumer Staples 9.08%
5 Industrials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$888K 0.28%
13,335
-4,874
102
$886K 0.28%
26,021
-8,227
103
$867K 0.27%
6,812
+2,705
104
$863K 0.27%
16,680
-10,800
105
$862K 0.27%
15,938
-1,886
106
$861K 0.27%
5,956
+356
107
$828K 0.26%
+23,684
108
$821K 0.26%
17,199
-1,818
109
$808K 0.25%
27,916
+8
110
$793K 0.25%
+9,550
111
$791K 0.25%
8,127
+286
112
$789K 0.25%
+10,440
113
$787K 0.25%
6,878
-2,074
114
$778K 0.24%
7,462
+5
115
$773K 0.24%
+10,732
116
$752K 0.23%
7,188
+1,318
117
$747K 0.23%
8,434
+403
118
$731K 0.23%
+15,836
119
$729K 0.23%
13,555
120
$702K 0.22%
7,634
-915
121
$702K 0.22%
11,691
+1,625
122
$697K 0.22%
17,628
+1,428
123
$693K 0.22%
13,311
+2,081
124
$684K 0.21%
8,958
-2,971
125
$677K 0.21%
10,990
-2,079
3 4
5
6 7