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
$4.21B
AUM Growth
+$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.4M
3
+$8.66M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$7.84M
5
GLD icon
SPDR Gold Trust
GLD
+$7.22M

Top Sells

1
+$8.54M
2
+$8.42M
3
+$7.32M
4
NEE icon
NextEra Energy
NEE
+$7.18M
5
AAPL icon
Apple
AAPL
+$7.01M

Sector Composition

1 Technology 16.11%
2 Financials 13.85%
3 Healthcare 10.88%
4 Industrials 7.51%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.2M 0.24%
79,662
+210
102
$10.2M 0.24%
270,179
+172,376
103
$10.1M 0.24%
34,218
-420
104
$10.1M 0.24%
63,119
+2,081
105
$10.1M 0.24%
111,401
-2,864
106
$10M 0.24%
44,532
+184
107
$10M 0.24%
336,055
-54,940
108
$9.9M 0.24%
2,791
-5
109
$9.88M 0.23%
99,901
-555
110
$9.87M 0.23%
140,741
-4,774
111
$9.6M 0.23%
44,507
+1,656
112
$9.47M 0.23%
64,262
+1,108
113
$9.4M 0.22%
41,351
-122
114
$9.12M 0.22%
33,315
-46
115
$9.07M 0.22%
91,411
+7,481
116
$9.05M 0.21%
52,056
-1,541
117
$8.98M 0.21%
14,372
+590
118
$8.85M 0.21%
66,620
+351
119
$8.83M 0.21%
134,123
+10,438
120
$8.72M 0.21%
64,139
-5,261
121
$8.66M 0.21%
+145,008
122
$8.58M 0.2%
73,232
+607
123
$8.55M 0.2%
169,227
-169,026
124
$8.5M 0.2%
99,646
+139
125
$7.85M 0.19%
53,901
+678
3 4
5
6 7