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
$4.98B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.4M
3
+$9.88M
4
XOM icon
Exxon Mobil
XOM
+$8.72M
5
UNH icon
UnitedHealth
UNH
+$8.07M

Top Sells

1
+$25.2M
2
+$18.6M
3
+$13.5M
4
OXY icon
Occidental Petroleum
OXY
+$9.42M
5
MDT icon
Medtronic
MDT
+$8.88M

Sector Composition

1 Technology 16.26%
2 Financials 13.29%
3 Healthcare 11.35%
4 Industrials 7.78%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13.1M 0.26%
178,494
+1,293
102
$13M 0.26%
80,945
+351
103
$12.9M 0.26%
110,067
+3,121
104
$12.7M 0.26%
207,009
+156
105
$12.5M 0.25%
91,890
-626
106
$12.3M 0.25%
25,752
+43
107
$12.1M 0.24%
67,546
+415
108
$11.9M 0.24%
112,912
+32,663
109
$11.8M 0.24%
2,790
-2
110
$11.6M 0.23%
56,253
+1,509
111
$11.5M 0.23%
142,888
+2,512
112
$11.4M 0.23%
12,317
+195
113
$11.2M 0.23%
37,729
+22,625
114
$11.1M 0.22%
211,291
-5,366
115
$11M 0.22%
22,492
+972
116
$10.8M 0.22%
86,313
+1,832
117
$10.5M 0.21%
205,320
+4,838
118
$10.5M 0.21%
181,481
+6,981
119
$10.4M 0.21%
101,286
+1,558
120
$10.3M 0.21%
60,737
+1,214
121
$10.3M 0.21%
16,651
+419
122
$10.1M 0.2%
160,795
-1,476
123
$9.83M 0.2%
32,279
-1,508
124
$9.81M 0.2%
90,654
+990
125
$9.79M 0.2%
20,056
+748
3 4
5
6 7