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
$3.16B
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$11.4M
3
+$8.25M
4
NOW icon
ServiceNow
NOW
+$8.2M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.07M

Top Sells

1
+$16.4M
2
+$10.3M
3
+$5.13M
4
DUK icon
Duke Energy
DUK
+$4.95M
5
ORCL icon
Oracle
ORCL
+$4.68M

Sector Composition

1 Financials 13.97%
2 Technology 13.28%
3 Healthcare 10.72%
4 Industrials 7.75%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.55M 0.3%
41,274
+423
102
$9.47M 0.3%
87,420
+3,424
103
$9.37M 0.3%
147,036
+643
104
$9.01M 0.29%
195,516
+22,015
105
$8.96M 0.28%
44,100
-116
106
$8.76M 0.28%
78,489
-44,318
107
$8.66M 0.27%
26,247
+271
108
$8.03M 0.25%
43,520
+2,465
109
$8.02M 0.25%
19,292
-323
110
$8M 0.25%
32,208
-305
111
$7.95M 0.25%
35,700
-14,350
112
$7.93M 0.25%
33,351
+4,554
113
$7.93M 0.25%
12,173
114
$7.88M 0.25%
61,501
+606
115
$7.78M 0.25%
160,560
+322
116
$7.55M 0.24%
104,081
+4,710
117
$7.43M 0.24%
169,821
+8,755
118
$7.28M 0.23%
73,550
-2,166
119
$7.2M 0.23%
76,615
+4,883
120
$7.17M 0.23%
46,033
+2,972
121
$7.09M 0.22%
84,109
+1,922
122
$6.94M 0.22%
96,784
+51,507
123
$6.91M 0.22%
88,660
+530
124
$6.79M 0.21%
56,728
+1,488
125
$6.7M 0.21%
54,412
-12,858
3 4
5
6 7