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
$2.03B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.22M
3
+$3.96M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.61M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.43M

Top Sells

1
+$5.04M
2
+$3.15M
3
+$2.38M
4
INTC icon
Intel
INTC
+$2.2M
5
XOM icon
Exxon Mobil
XOM
+$2.05M

Sector Composition

1 Financials 11.39%
2 Technology 10.52%
3 Healthcare 8.25%
4 Industrials 6.8%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.63M 0.18%
95,976
+95,400
127
$3.56M 0.18%
272,000
+34,960
128
$3.53M 0.17%
54,828
-1,580
129
$3.53M 0.17%
29,915
+286
130
$3.48M 0.17%
16,062
+741
131
$3.45M 0.17%
45,732
-3,182
132
$3.43M 0.17%
10,966
133
$3.29M 0.16%
63,692
+472
134
$3.24M 0.16%
168,495
135
$3.2M 0.16%
34,452
136
$3.1M 0.15%
17,017
-740
137
$3.1M 0.15%
10,679
138
$3.07M 0.15%
44,380
+7,987
139
$3.06M 0.15%
8,576
+906
140
$2.85M 0.14%
60,481
-3,639
141
$2.84M 0.14%
45,425
-14,378
142
$2.81M 0.14%
45,317
+295
143
$2.78M 0.14%
44,828
+2,676
144
$2.77M 0.14%
10,152
+1,198
145
$2.69M 0.13%
32,270
+1,203
146
$2.62M 0.13%
43,350
-8,259
147
$2.48M 0.12%
36,833
+36,448
148
$2.47M 0.12%
38,110
149
$2.38M 0.12%
27,875
+893
150
$2.35M 0.12%
23,897
+33
4 5
6
7 8