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
$2.84B
AUM Growth
+$367M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.9M
3
+$25.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.1M
5
TMO icon
Thermo Fisher Scientific
TMO
+$23M

Top Sells

1
+$18M
2
+$7.5M
3
+$5.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.82M

Sector Composition

1 Financials 14.63%
2 Technology 11.68%
3 Healthcare 9.71%
4 Industrials 7%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.29M 0.29%
157,210
+6,789
102
$8.21M 0.29%
142,593
+9,845
103
$8.09M 0.28%
28,860
-7,145
104
$7.98M 0.28%
137,219
+4,547
105
$7.71M 0.27%
35,161
+30,709
106
$7.66M 0.27%
105,704
+7,399
107
$7.54M 0.27%
74,810
+3,624
108
$7.5M 0.26%
38,837
+36,949
109
$7.36M 0.26%
55,290
+1,256
110
$7.25M 0.26%
156,315
+133,201
111
$7.2M 0.25%
55,805
+1,675
112
$7.07M 0.25%
61,606
+5,228
113
$7.02M 0.25%
94,593
+4,609
114
$6.85M 0.24%
39,528
+2,038
115
$6.62M 0.23%
166,403
+148,005
116
$6.51M 0.23%
23,992
+1,943
117
$6.49M 0.23%
29,471
+27,470
118
$6.33M 0.22%
37,989
+31,370
119
$6.31M 0.22%
+10,100
120
$6.3M 0.22%
66,430
+7,441
121
$6.21M 0.22%
25,771
+1,206
122
$6.21M 0.22%
52,545
+237
123
$6.21M 0.22%
18,518
+140
124
$6.16M 0.22%
54,406
+2,306
125
$5.96M 0.21%
96,260
+3,139
3 4
5
6 7