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
$219M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.21M
3
+$1.2M
4
VOD icon
Vodafone
VOD
+$902K
5
CLB icon
Core Laboratories
CLB
+$714K

Top Sells

1
+$3.61M
2
+$1.09M
3
+$836K
4
MDLZ icon
Mondelez International
MDLZ
+$750K
5
AMZN icon
Amazon
AMZN
+$507K

Sector Composition

1 Financials 13.97%
2 Technology 12.38%
3 Healthcare 10.52%
4 Energy 9.53%
5 Industrials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$289K 0.13%
3,615
127
$285K 0.13%
+2,255
128
$275K 0.13%
5,996
129
$273K 0.12%
+3,830
130
$272K 0.12%
+4,880
131
$269K 0.12%
+6,225
132
$268K 0.12%
3,800
133
$260K 0.12%
+7,455
134
$256K 0.12%
8,800
135
$255K 0.12%
17,564
136
$253K 0.12%
2,040
+1,920
137
$251K 0.11%
2,520
-3,930
138
$251K 0.11%
3,525
139
$244K 0.11%
+3,515
140
$243K 0.11%
+30,000
141
$240K 0.11%
3,687
-85
142
$233K 0.11%
4,345
-260
143
$230K 0.11%
+5,235
144
$228K 0.1%
+5,055
145
$226K 0.1%
2,334
+2,184
146
$224K 0.1%
1,928
-1,176
147
$221K 0.1%
22,350
-1,150
148
$218K 0.1%
+1,175
149
$213K 0.1%
+1,980
150
$208K 0.1%
+4,435
4 5
6
7 8