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
$2.03B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1 +$4.91M
2 +$4.22M
3 +$3.96M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.61M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.43M

Top Sells

1 +$5.04M
2 +$3.15M
3 +$2.38M
4
INTC icon
Intel
INTC
+$2.2M
5
XOM icon
Exxon Mobil
XOM
+$2.05M

Sector Composition

1 Financials 11.39%
2 Technology 10.52%
3 Healthcare 8.25%
4 Industrials 6.8%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$5.7M 0.28%
221,938
-2,777
102
$5.67M 0.28%
92,793
+4,784
103
$5.64M 0.28%
90,900
-153
104
$5.62M 0.28%
51,352
-3
105
$5.59M 0.28%
40,063
-8,443
106
$5.43M 0.27%
49,048
-1,778
107
$5.38M 0.26%
64,602
-5,792
108
$5.17M 0.25%
24,071
+456
109
$5.01M 0.25%
72,482
-2,430
110
$4.99M 0.25%
44,180
+37,421
111
$4.91M 0.24%
+56,874
112
$4.86M 0.24%
118,749
-50,048
113
$4.79M 0.24%
148,084
114
$4.69M 0.23%
18,547
+15
115
$4.6M 0.23%
45,537
-973
116
$4.59M 0.23%
36,406
+1,091
117
$4.49M 0.22%
53,940
+1,880
118
$4.41M 0.22%
34,106
+26,533
119
$4.38M 0.22%
19,701
+877
120
$4.27M 0.21%
104,100
+5,168
121
$4.21M 0.21%
43,421
-847
122
$4.12M 0.2%
140,869
+135,336
123
$3.86M 0.19%
49,417
-65
124
$3.85M 0.19%
80,094
+3,843
125
$3.78M 0.19%
45,890
-4,613