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
$321M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$4.15M
3
+$1.69M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.36M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.22M

Top Sells

1
+$4.86M
2
+$2.33M
3
+$1.43M
4
PWR icon
Quanta Services
PWR
+$1.31M
5
MSFT icon
Microsoft
MSFT
+$1.17M

Sector Composition

1 Financials 13.63%
2 Healthcare 13.45%
3 Technology 10.71%
4 Consumer Staples 9.08%
5 Industrials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$673K 0.21%
28,908
-3,184
127
$669K 0.21%
9,892
+1,265
128
$669K 0.21%
8,919
-1,105
129
$665K 0.21%
17,115
-150
130
$638K 0.2%
11,306
-7,229
131
$632K 0.2%
13,440
-60
132
$626K 0.19%
4,451
133
$591K 0.18%
12,716
-17,900
134
$588K 0.18%
13,099
+557
135
$585K 0.18%
6,385
136
$580K 0.18%
22,051
+3,091
137
$580K 0.18%
28,655
-64,542
138
$575K 0.18%
+9,199
139
$575K 0.18%
13,328
-16,172
140
$572K 0.18%
+13,425
141
$567K 0.18%
3,305
142
$563K 0.18%
12,833
-16,570
143
$538K 0.17%
11,714
+1,584
144
$538K 0.17%
12,500
-230
145
$529K 0.16%
14,928
+404
146
$526K 0.16%
21,186
+5,214
147
$524K 0.16%
9,565
+96
148
$522K 0.16%
15,836
-12,976
149
$521K 0.16%
960
+32
150
$516K 0.16%
2,517
+414
4 5
6
7 8